A Sales & Pipeline Management System Built for Brokers
Experience the ease of managing your sales pipeline in a system out of the box designed and ready for insurance brokers.
A Sales System Built for Insurance Brokers
PIPELINES BY SALES STAGE, CLOSURE DATE OR RENEWAL DATE
Managing an insurance pipeline is a little different than other industries. Variable pipeline views provide the high level view needed to close business.
TRACK ALL KEY INSURANCE RELATED METRICS
Group size, full or self insurance, number of employees, current carriers, lines of coverage, current and competitive brokers.
OPPORTUNITY HEALTH GRADES
Opportunity health grades provide an at a glance view of the health of your pipeline, what will likely close, and what you should move on from.
PHONE, TABLET AND LAPTOP SOLUTIONS
Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.
Managing the Details Needed to Close Business
LOG PHONE CALLS
Quick call logging ensures all your meeting notes are readily accessible and follow-ups are scheduled.
TRACK MEETING NOTES AND NEXT STEPS
Include detailed meeting notes, hot button issues and voice dictated notes from your phone or tablet.
LEAD IMPORTING AND ASSIGNMENT
Import lead lists, assign leads to producers, and track meeting placements through a simple to use lead pipeline system.
SALES TEAM MANAGEMENT
Quick view analytics help keep you on top of all your producers, their pipelines, next steps and closure ratios.
