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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effective. Straightforward. Exceptionally Adaptable. This is a robust CRM tailored for insurance agency management, serving as a significant catalyst for revenue growth. Streamline workflows and enhance both internal and external marketing efforts through automation. Connect seamlessly with various third-party applications and benefit from carrier downloads that facilitate cross-selling and up-selling opportunities. Gain insights into your agency's performance with comprehensive analytics features. Included in this system are accounting tools, e-signature capabilities, human resources management, website hosting, E&O protection, and marketing initiatives. With a variety of preloaded and customizable reports and analytics, you can easily assess the overall health of your agency while also exploring the finer details. The automated and tailor-made marketing campaigns are designed to nurture potential leads and effectively engage existing clients, showcasing just a glimpse of its powerful functionalities. Additionally, automating agency processes not only streamlines office operations but also helps in mitigating E&O risks. Furthermore, maintain detailed records of employee information, relevant documents, and agency licenses, ensuring that all aspects of your agency are well-organized and compliant.

Description

Looking for an all-in-one data privacy and consent management platform? Termly is your answer. Signing up is free, and you'll be able to generate legal policies and track, log, and manage your user consent choices from one dashboard. Built by Termly's team of legal and data privacy experts, our tools help align your website, app, or AI platform with global laws like the GDPR, the CCPA/CPRA, the LGPD, PIPEDA, U.S. state level laws, and more. We’re a Google Certified CMP Partner with Gold status and offer real human support online or over the phone. Need to manage multiple websites? Reach out! We offer custom plans for agencies and partners and will work with you to suit your unique needs. See why millions trust Termly with their privacy compliance!

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Morphic No 
Workfolio Website No 

Integrations

Morphic Yes 
Workfolio Website Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Siege Technology Solutions

Country

United States

Website

www.siegeams.com

Vendor Details

Company Name

Termly

Founded

2016

Country

United States

Website

termly.io

Product Features

Policy Management

Approval Process Control No 
Attestation No 
Audit Trails No 
Policy Creation No 
Policy Library No 
Policy Metadata Management No 
Policy Training No 
Reporting / Analytics No 
Version Control No 
Workflow Management No 

Product Features

Consent Management Platforms

Additional Users / Permissions No 
Automatic Cookie-Blocking Yes 
CCPA Compliance Yes 
CMS Integration No 
Cookie Crawling Yes 
Design/Branding Customization Yes 
Fingerprinting No 
GDPR Compliance Yes 
IAB Compliance No 
Reporting / Analytics No 
Responsive Design No 
Subdomains Compatibility Yes 
Tag Manager Integration Yes 
Whitelabel Solution Yes 

Data Privacy Management

Access Control No 
CCPA Compliance Yes 
Consent Management Yes 
Data Mapping No 
GDPR Compliance Yes 
Incident Management No 
PIA / DPIA Yes 
Policy Management Yes 
Risk Management No 
Sensitive Data Identification No 

GDPR Compliance

Access Control No 
Consent Management Yes 
Data Mapping No 
Incident Management No 
PIA / DPIA Yes 
Policy Management Yes 
Risk Management No 
Sensitive Data Identification No 

Policy Management

Approval Process Control No 
Attestation No 
Audit Trails No 
Policy Creation Yes 
Policy Library No 
Policy Metadata Management No 
Policy Training No 
Reporting / Analytics Yes 
Version Control Yes 
Workflow Management No 

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