Insurance Sales Tracking

Insurnace agency Teamwork, Remote work, and workflow solution!

Overview

It is made to help your agency grow faster

Quotes Tracking

Sales Tracking

Unlimited Documents Upload

SMS Communication

Online Proposal Quotes

Customer Accounts

Why Sales Tracking

The basics

Sales and Policy Tracking

You can track all your sales including policy sales, dmv registration, notary public services or any other service you provide in one place

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Quotes and Proposals

Send a quote/proposal to your clients and allow them to accept/pay online, we will notify you once your client pays, send reminders and more

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Customer Accounts

Each one of your customerscan access their records online and send you insurance quote requests!

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Documents Management

Upload and send documents to your customers securely, with unlimited documents storage, you can rest assured your files backed up and safe online.

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Communication

Buy your own SMS and MMS enabled phone numbers and start sending and receiving messages from/to your clients.

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Tasks and Discussions

Through out the system, you can start a discussion with your co-worker(s) about a certain topic, share documents and ideas, or resolve issues within a dedicated chat room for the topic you pick

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Things you can do

View Reports

View and sort your sales however you like, View sales per office, per agent, line of business, product or policy type, and by marketing channel.

Cloud Based

You can always access Insurance Sales Tracking online from your smart phone.

Instant Messaging

Send instant messages and documents securely to your co-workers and colleagues

Always Backed-up

You do not have to worry about your server crashing, or losing access to your data because of a virus.

Customers Satisfaction

Let your customers know they have an online account with your agency they can ask for quotes or message you!

Marketing

Reach far more clients with Leads sent to you by our Online Directory

What else

Just a few more things you can do

Send Quotes

With a few clicks, you can send your Insurance Proposals to clients via email or SMS

Communicate

Send and Receive SMS messages from and to your clients, Instant Messaging between your employees and agents

Collect Online Payments

Allow clients to pay you online, pay their balance off and send payment requests and reminders via sms and email

Track Sales

Seemingly integrated with multiple public record databases, you can create sales records with a few clicks from customers license number