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:
Pipeline Manager Data Sheet
Rough Notes Article
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