Finally, simplify your insurance business.
- Lead Management.
Track sales pipelines, Lead Sources, Lead Queues, Distribution Channels, Product Interests
- Account Management.
Individual, Employer, and Association Accounts are accommodated.
- Insurance Company and Product Management.
Document Insurance Companies and their Products. This includes key contacts, workflow procedures, product information, and commission schedules.
- Agent Compliance.
Track agent carrier appointments, state and national licenses, carrier certifications, industry designations.