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.