Insurance Sales Tracking

Remote Work simplified, Track Leads, Boost Sales, Achieve Goals

Overview

Designed to accelerate your agency's growth.

Send Quotes Online

Sales Tracking

Unlimited Documents Upload

SMS Communication

Renewals Tracking

Customer Accounts

Discussions

Marketing

Why Sales Tracking

The basics

Sales and Policy Tracking

You can manage all your sales in one place, whether they are policy sales, DMV registrations, notary public services, or any other services you offer.

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Quotes and Proposals

Send quotes or proposals to your clients and let them accept and pay online. We’ll notify you when they make a payment, send reminders, and more.

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Customer Accounts

Each of your customers can access their records online and submit insurance quote requests directly to you!

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Documents Management

Securely upload and send documents to your customers, with unlimited storage. Rest assured that your files are backed up and safe online.

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Communication

Obtain your own SMS and MMS-enabled phone numbers and begin sending and receiving messages with your clients.

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Tasks and Discussions

Throughout the system, you can initiate discussions with your co-workers on specific topics, share documents and ideas, or resolve issues within a dedicated chat room for the topic of your choice.

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Things you can do

View Reports

View and organize your sales in any way you prefer, whether by office, agent, line of business, product or policy type, or marketing channel.

Cloud Based

You can easily access Insurance Sales Tracking online from your smartphone at any time.

Instant Messaging

Send secure instant messages and documents to your co-workers and colleagues.

Always Backed-up

You don't need to worry about server crashes or losing access to your data due to a virus.

Customers Satisfaction

Inform your customers that they have an online account with your agency where they can request quotes or send messages!

Marketing

Expand your reach with leads sent to you through our Online Directory

What else

Just a few more things you can do

Send Quotes

With just a few clicks, you can send your quotes to clients via email or SMS.

Communicate

Send and receive SMS messages with your clients, and use instant messaging for communication between your employees and agents.

Collect Online Payments

Enable clients to pay you online, settle their balances, and receive payment requests and reminders via SMS and email.

Track Sales

Seamlessly integrated with multiple public record databases, you can create sales records with just a few clicks using the customer's license number.

F.A.Q

Frequently Asked Questions

Yes, we offer a free plan with basic features. You can start using our platform at no cost and explore its core functionalities.

Absolutely! We offer several subscription plans and are happy to work with you to create a custom plan that fits your specific needs.

You can access our platform online from any device with internet access. Sales Tracking is mobile friendly as well, so you can manage your insurance sales tracking on the go.

We prioritize the security of your data. Our platform uses advanced encryption and security protocols to ensure that your information is protected and backed up.

Yes, our platform can be integrated with other systems through webhooks, and API access, contact us and we can create custom workflow to work with your existing system.

Getting started is easy! Sign up for an account on our website, choose a subscription plan that suits your needs after 30 days, and begin exploring our features. If you need any assistance, our support team is here to help .