Insurance Sales Tracking

Bridging the gaps between you, your clients, and your underwriters.

Free Trial

Elevate Your Business—Access Real-Time Tracking for Sales, Leads, and Quotes!

Sales Dashboard

Your sales dashboard will provide you with all the information you need as an owner or an agent.

Communicate

Send your sales receipts via email or SMS, enabling your clients to view and pay their balance online.

Web Forms

Collect and Track Leads with Custom Web Forms, Including Customized Underwriting and Coverage Questions for Each Policy or Service You Offer

Automation

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

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.

Product Customization

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.

Features

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.

Insurance Sales Tracking

Building Stronger Connections Between You and Your Clients.