Bridging the gaps between you, your clients, and your underwriters.
Elevate Your Business—Access Real-Time Tracking for Sales, Leads, and Quotes!
Your sales dashboard will provide you with all the information you need as an owner or an agent.
Send your sales receipts via email or SMS, enabling your clients to view and pay their balance online.
Collect and Track Leads with Custom Web Forms, Including Customized Underwriting and Coverage Questions for Each Policy or Service You Offer
Set up automation to trigger document generation, emails, or SMS when a lead, quote, or sale is created, edited, or deleted. Automate cross-sale actions when a sale is added, and more..
Agency management is often overlooked by other systems. Our solution not only helps manage clients, also manage internal operations—departments, locations, and forms—while automating audit items to improve agent productivity and work quality.
You can customize each policy or service product to meet your agency's needs by adding fees you charge, underwriting questions and coverage options. Use it as a foundation for your leads, quotes, web forms, and sales entries.
Insurance Sales Tracking was designed from the perspective of owners and agents, prioritizing their needs while still ensuring comprehensive customer detail tracking as part of the management system.
Your sales dashboard provides the first impression of your agency's performance, offering insights into which agents are excelling. You'll also see where your premiums are written, allowing you to identify areas to focus on for improved commissions.
As an owner, you can explore the details of your sales, including written carriers, down payment premiums, and broker fees. You can also track sales by each office and agent while keeping an eye on important marketing indicators, such as the source and type of policy for each sale..
The Customer Profile provides in-depth information about your customers, including sales, quotes, leads, payment history, promissory notes, and SMS and notes history. Each of these items has its own view and associated notes, all accessible through a convenient quick view feature.
Building Stronger Connections Between You and Your Clients.
