Insurance Sales Tracking elevates document sharing by maintaining top-tier privacy and security. You can easily share documents within the platform between users or externally with selected individuals, all while keeping sensitive information protected.
Keep a detailed record of all documents associated with each contact/sale/quuote. From initial consultations to final policy agreements, you'll always know where each document stands.
After completing a sale, quote, or worksheet, our system automatically generates the necessary documents based on the templates you add. This feature saves time and ensures consistency across all your client communications, reducing the risk of errors.
We've integrated with DocuSign, the leading electronic signature platform, to simplify the signing process. Send documents for e-signature directly from our system and receive signed copies instantly.
Need to send a set of documents? No problem. You can easily group multiple documents and send them to clients via SMS or email, all within our platform. This feature ensures that your clients receive the information they need in the format they prefer.
Building Stronger Connections Between You and Your Clients.
