Today’s insurance market is more competitive and more digital than ever before. Agents are expected to move faster, stay compliant, communicate clearly, and deliver a seamless experience to prospects and clients. But the agents who grow and scale successfully aren’t just working harder; they’re working smarter with the right tools.
The good news? You don’t have to find these tools on your own.
As a Tidewater partner, you gain access to seven essential tools health and life agents need to succeed in today’s modern landscape – all integrated into one streamlined platform! Below, we break down the must-have tools every agent needs and how having them can transform your business.
CRM Software
The Foundation of Your Business
Customer relationship management (CRM) software is the foundation of a successful business. Without one, it is really easy to lose track of prospects, forget to follow up, or miss renewal opportunities.
A strong CRM system:
- Stores and organizes client and prospect information
- Tracks client interactions and policy details
- Sets reminders for follow-ups, renewals, and enrollments
- Creates automated workflows to save time
With Tidewater, agents don’t just get access to a CRM…they get one that is integrated with quoting tools, lead generation, and agency management systems, allowing them to build better relationships with clients because they have all the information needed at their fingertips.
Agency Management Software (AMS)
Stay Organized
As your book of business grows (and that is the goal!), organization is critical. An agency management system simplifies workflows, secures data, and improves communication.
An AMS system helps agents:
- Manage policies across multiple carriers
- Track commissions and production
- Monitor application statuses
- Maintain compliance and store documents
With Tidewater, AMS is built into our technology suite, making it easier to manage your entire business without spreadsheets or disconnected systems.
Client Marketing System
Compliant Communication Made Easy
Consistent compliant communication is necessary for client retention. A client marketing system allows you to stay connected with clients at every stage of your relationship, without spending hours on manual outreach.
This system allows agents to:
- Send bulk emails
- Communicate 1-1 with clients via text
- Send Scope of Appointment (SOA) forms
- Send birthday cards and thank you for enrolling messages
- Notify clients of out-of-network updates
- Remind clients to schedule plan reviews
With Tidewater, all of this happens in one compliant client marketing platform – saving time, reducing risk, and ensuring your communication stays professional and consistent while strengthening your client relationships.
Quoting & Enrollment Platform
Write Buisness Faster and Clearer
Quoting is one of the most critical parts of your sales process. That’s why it is important to have access to a powerful platform that allows you to confidently find and present plans to clients and enroll them efficiently.
This platform allows agents to:
- Run quick quotes and plan comparisons
- View all plans they are contracted for and filter by plans they are appointed with
- Filter plans by carrier, policy type, and personal needs
- Compare up to three plans side-by-side and send comparisons directly to the client
- Enter pharmacy, provider, and prescription information to see what’s covered
- Identify in-network coverage and benefits
- See if a plan is commissionable
- Save or link quotes to a client contract
Most importantly, agents can enroll clients directly from this platform, streamlining the entire process from quote to enrollment in one seamless workflow.
With Tidewater, quoting, CRM, and AMS work together, and it becomes easier to show clients their options, build trust, and close business more efficiently.
Personal Agent Website
A Better Client Experience
Having a personal agent website enables prospects and clients to engage with you online, keeping their experience personalized and professional.
This tool allows agents to:
- Display their photo and contact information at the top of the clients screen
- Allow clients to click “Get Synced” and securely enter their health information
- Collect clients’ pharmacy, provider, prescription, and coverage preferences
- Allow clients to schedule appointments directly (coming soon)
- Automatically create a client profile that is tagged to the agent
With Tidewater, your personal agent website works with CRM to reduce data entry, improve information accuracy, and create a smoother experience for both you and your clients.
Medicare Supplement & Ancillary Quoting Tools
Simplify the Process
To serve a wide variety of client needs and simplify the sales process, it is very valuable for agents to have access to a platform that can run Medicare Supplement and ancillary product quotes.
This tool allows agents to:
- Run Medicare Supplement quotes and view rate sheets
- Access ancillary product quotes
With Tidewater, you can access Medicare Supplement and ancillary product quoting tools through a single login, making it easier for you to serve specific client needs.
Compliant Lead Solutions
Find Prospects Easier
Generating leads compliantly and at a pace agents can manage is important for long-term growth. A flexible lead marketplace allows you to control volume, costs, and strategy while staying compliant.
This tool allows agents to:
- Run lead campaigns
- Access regular coupons and discounts to reduce lead costs
- Choose between direct mail leads or real-time leads
- Select Bronze, Silver, or Diamond lead levels
- Run data leads or call leads
- Access life and health insurance lead options
- Target by state, ZIP code, or county
- Set the maximum number of leads per week to control volume and costs
- Ensure all phone calls are recorded for compliance and securely stored for 10 years
With Tidewater, you gain access to a complaint, customizable lead marketplace designed to help you grow at your own pace without overwhelm or unexpected costs.
Partner Benefits Program
Savings That Support You
Beyond tools, our all-in-one platform offers a partner benefits program that helps agents save money on everyday business expenses. Discounts include savings on Errors and Omissions (E&O) insurance and brands commonly used, such as Nike, Apple, and AT&T. These benefits help lower operating costs and add real-world value to support your business and your lifestyle.
One Platform. All the Tools.
What sets Tidewater apart is not just access to these tools, but the integration. Instead of juggling multiple logins and systems, agents can work from an all-in-one technology platform that includes all necessary tools. This approach helps simplify your workflow, improve efficiency, and allows you to focus on what matters most – serving your clients and growing your business.
Partner with Tidewater and Compete at the Highest Level
Success in today’s insurance market requires the right tools and support. When you partner with Tidewater, you’re not just joining an organization; you’re gaining access to the tools, technology, and support designed to help you scale sustainably.
If you’re ready to gain access to our single platform that streamlines your processes, strengthens your marketing, and helps you compete with confidence, it’s time to partner with Tidewater.
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