Sales Automation Solution Page

Keep opportunities moving. Create consistency.
Grow with less friction.

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Lead management

Keep every opportunity moving

Bring leads, activities, and next steps into a clear, repeatable sales process. Producers know where opportunities stand and what needs to happen next, helping prevent promising business from getting lost in inboxes, spreadsheets, or individual workflows.

Keep your pipeline moving

Capacity

Create more capactiy to sell

Take routine tasks, reminders, and follow-ups off your producers’ plates. Sales automation keeps the process moving behind the scenes so your team can spend more time building relationships.

Increase producer capacity

Data & insights

Turn sales activities into clearer insight

Give producers visibility into their pipeline while helping agency leaders understand activity, performance, and progress toward goals. Better visibility makes it easier to identify what is working, where opportunities are slowing down, and where your team should focus next.

Explore the possibilities

Automation or personal relationships?
With Vertafore, you don’t have to choose.

What matters to your agency	When sales is manual	When sales is automated
Producer capacity	Follow-ups and administrative tasks compete for selling time	Automate routine activity so producers can focus on relationships
Pipeline momentum	Opportunities depend on individual habits and manual follow-up	Build clear next steps into the sales process
Consistency	Every producer manages opportunities differently	Create repeatable workflows without overcomplicating how producers work
Client engagement	Touch points depend on producer bandwidth	Keep communication timely throughout the customer journey
Visibility	Pipeline health can be difficult to see	Gain a clearer view of opportunities, activity, and performance
Growth	More opportunities create more administrative work	Build a process designed to handle more business efficiently

Talk to a sales automation expert

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Your sales process shouldn’t operate in a silo.

Build momentum across the entire customer journey

As producers move between prospect information, quoting, client communication, data, and follow-up throughout the sales process, having those activities connected allows them to spend more time making the sale instead of managing it.

See what connected sales can do