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
Read MoreQuotes 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
Read MoreCustomer Accounts
Each one of your customerscan access their records online and send you insurance quote requests!
Read MoreDocuments Management
Upload and send documents to your customers securely, with unlimited documents storage, you can rest assured your files backed up and safe online.
Read MoreCommunication
Buy your own SMS and MMS enabled phone numbers and start sending and receiving messages from/to your clients.
Read MoreTasks 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
Read MoreThings 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
