Business outcomes
- Streamline the onboarding process from end to end, giving everyone visibility into execution and data at every stage so they can work together efficiently
- View current and historical plan information, agency performance metrics, and upcoming activities customized to each user’s role
- Find people with unmet insurance needs with rich analysis and segmentation tools that help identify the best prospects
- Convert leads to policy with structured processes for following up on leads, advancing opportunities in the pipeline, and bringing new plans on board quickly