Managing an insurance pipeline is a little different than other industries. Variable pipeline views provide the high level view needed to close business.
Group size, full or self insurance, number of employees, current carriers, lines of coverage, current and competitive brokers.
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.
Notes are automatically passed from one team member to another, ensuring everyone is on the same page for a client’s renewal.
Quick call logging ensures all your meeting notes are readily accessible and follow-ups are scheduled.
Include detailed meeting notes, hot button issues and voice dictated notes from your phone or tablet.
Import lead lists, assign leads to producers, and track meeting placements through a simple to use lead pipeline system.
Quick view analytics help keep you on top of all your producers, their pipelines, next steps and closure ratios.