RetireCo Reviews

Tungsten Communications Manager is ideal for any outbound communication, including contracts, proposals and insurance documents. It puts your line of business managers in charge of their correspondence. Documents can be delivered via e-mail, digital or social channels with minimal IT involvement. This solution is a key component of your digital workflow transformation initiatives. Automate workflows, standardize business processes for customers and integrate seamlessly with legacy systems and core enterprise apps. Deliver personalized, rich-content communications by leveraging data and preferences in order to maximize cross- and upsell opportunities. Create and manage tailored communication with a single platform which gathers data from multiple sources, saving time and increasing efficiency.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.