Features

 

What do I get?

Monitor your leads’ full conversion cycle

Reduce paperwork and save space and time

Organize leads, prospects, clients and related files and documents

Keep client and policy info in one place that is easy to access

 

Lead Management

  • Import your leads with all their data (lead profile, current status)
  • Keep track of your interaction history (suggested quotes, call attempts, communication feedback)
  • Create and manage pending applications

Tasks/Appointments management

Organize your communication with your prospects:

  • Add tasks and appointments
  • Set reminders

Policy Management

Convert applications to policies and get reports of your production:

  • Total number of conversions
  • Monthly/annual commissions
Features was last modified: March 28th, 2019 by Pakia