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

Notes are automatically passed from one team member to another, ensuring everyone is on the same page for a client’s renewal.

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.