Sell, Manage and Forecast with Insurance Sales Management Software

The first and most robust insurance specific sales management software, Pipeline Manager transforms the way agencies sell by giving insurance producers sales software that works both at their desk and in the field with mobile access to easily manage leads, opportunities and X-dates. Unlike other sales automation tools, Vertafore Pipeline manager provides accountability to insurance agency management and clients in a simple platform that is easy to implement, allowing you to quickly capture maximum ROI.

With Pipeline Manager, neglected sales leads and lost sales are an issue of the past. Now you can remain in contact with your prospects and clients with a fully automated system that makes the most of your selling time.

Key advantages:

• Improves the sales process for all lines of business within your insurance agency
• Enhances your insurance producer sales team performance
• Gives you a snapshot of your prospects anywhere in the funnel
• Maximizes sales revenue and instant pipeline visibility
• Cross-sell across your client and prospect base
• Provides comprehensive lead management
• Tracking of Policy X Dates
• Rounds out current client accounts
• Certified integration with AMS360, Sagitta, PL Rating, FSC Rater, BenefitPoint, and Producer Plus reduces double entry