Tymbak AI
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About
Tymbak AI is an advanced cloud-based CRM designed specifically for insurance agents and financial service professionals. Featuring robust AI models, it revolutionizes relationship management and sales optimization, providing unprecedented efficiency and insights. With capabilities such as contact and company management, document management, customizable dashboards, and secure data integration, Tymbak AI enhances the productivity of financial services teams. It offers flexibility to adapt workflows according to unique business needs and boasts a strong security posture with SOC II compliance. Subscribe to Tymbak AI and streamline your sales process to improve customer satisfaction and responsiveness.
Platform
Task
Features
• customizable dashboards
• customizable fields
• product management
• document management
• content generator
• advanced filters
• contact & company management
• high-end data security
• ai chrome extension
• quick add functionality
• task & activity reminders
• built-in email client
• import functionality
Pricing Plans
Monthly Plan
USD199.00 / per month• Access to all features
• Assisted onboarding support
• CPM Overage: Unlimited
• Program reviews 1x a month
Quarterly Plan
USD500.00 / per quarter• Access to all features
• Assisted onboarding support
• CPM Overage: Unlimited
• Program reviews 1x a month
Annual Plan
USD2000.00 / per year• Access to all features
• Assisted onboarding support
• CPM Overage: Unlimited
• Program reviews 1x a month
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