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Ready to take the next step? Contact Vertafore

Corporate Headquarters

Vertafore, Inc.
11724 NE 195th
Bothell, WA 98011

Media Contact:
Bailey Fox
(Barokas PR for Vertafore)
(206) 264-8220
Vertafore@Barokas.com

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Support

My Vertafore Support Portal provides access to multiple options for resolving your support needs.

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    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

Pipeline Manager

Pipeline Manager is sales management software that allows producers to easily manage leads, opportunities and X-dates, and gives managers insight into the sales pipeline with dashboards and sales reports. Clear, intuitive navigation makes Pipeline Manager easy to implement. When paired with Vertafore Producer Advantage, producers can sell and service clients from anywhere, anytime.

Unlike generic sales force automation systems, Pipeline Manager has been customized specifically for the insurance industry to provide clear, intuitive navigation making it easy to implement. Your producers are ready to meet with prospects or provide service to their customers whether they are in the office or out onsite with their customers.

Features

Pipeline Manager and Vertafore Producer Advantage, keep your producers selling and servicing prospects and clients whether in the field or the office.

Key Advantages

  • Provides comprehensive lead management
  • Gives you a snapshot of your prospects anywhere in the funnel
  • Rounds out current client accounts; cross sell across your client and prospect base
  • Tracking of Policy X Dates
  • Ability to import leads using standard import formats
  • Enhances your insurance producer sales team performance
  • Automated process for managers to track producer performance
  • Producers and managers alike have instant pipeline visibility
  • Ability to export data to excel for comprehensive sales analysis

Related Content & Resources

Ready to take the next step?

Contact Vertafore