Audience
Health and life insurance companies looking for a Contact Management solution
About TL LeadManager
TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.
Other Popular Alternatives & Related Software
InsureEdge
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business.
Learn more
Insureio
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.
Learn more
NextAgency for Health & Life Insurance
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you:
• Grow sales with powerful CRM tools to track prospects from lead to sale
• Focus your team with shared notes and tasks that sync with your calendar
• Improve customer service with our workflows and customer service reports
• Keep commitments with follow-up tools like personal to-do lists for your entire team
• Access the forms and files where and when you need them with our online agency library
• Automatically assign your emails to your prospects and clients.
• Get what you've earned with commission tracking tools and reports
NextAgency is easy to use and simple to customize. Start a free trial today.
Learn more
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes.
Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.
Learn more
Pricing
Starting Price:
$40 per month
Integrations
No integrations listed.
Company Information
TargetLeads
Founded: 1985
United States
www.targetleads.com
Videos and Screen Captures
Other Useful Business Software
Level Up Your Cyber Defense with External Threat Management
Move beyond alerts. Gain full visibility, context, and control over your external attack surface to stay ahead of every threat.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
TL LeadManager Frequently Asked Questions
TL LeadManager Product Features
Insurance Agency
Contact Management
Life & Health
Property & Casualty
Claims Management
Commission Management
Document Management
Insurance Rating
Policy Management
Quote Management