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Get Your Sales on the Right Track

Monitor producer performance and your sales pipeline with SalesTrack™, a sales management tool designed for the insurance industry.

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Sales and Marketing Solutions for the Digital Age

Vertafore sales and marketing solutions were designed with the needs of modern insurance companies in mind. Easy-to-use software helps you convert more leads into high-value customers, informative reports keep you on top of producer performance, and integrated marketing tools help you cross-sell and upsell effectively.


With SalesTrack, a web-based sales management solution created for producers and sales managers, you can develop a consistent, informed approach to marketing with comprehensive reporting tools and email automation. Because SalesTrack syncs and communicates with AMS360® and Vertafore Agency Platform™, you always have the information you need.

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The leading agency management system and the foundation of the Vertafore Agency Platform offers sales and marketing features that help you identify cross-sell opportunities and reach out to your customers with targeted upsell marketing.

Learn More About Sales and Marketing Solutions

By adopting the right sales and marketing software, modern agencies can stay competitive, boost sales, and increase the value and happiness of their customers. Here are some more ideas and resources to help you take your sales and marketing further.

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4 Reasons to Automate Your Sales Pipeline

Sales automation solutions can help you increase customer retention, increase revenue from your producers, and grow your business.

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The Best Way to Grow Your Book of Business

SalesTrack helps your producers and sales managers manage leads and serve your accounts better.

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Watch How SalesTrack Works

Take a look inside SalesTrack in this short video, which showcases the different dashboards and features of the sales management tool.


SalesTrack Executive Webcast

In this informative webcast, Warren Barhorst of Iscential and Todd McCredie of McCredie Insurance share their experiences with SalesTrack and explain how it helps agencies boost sales.