CRM forDistributors

Microsoft-Integrated CRM Built for Insurance

Key Benefits

Automates sales processes & marketing campaign management

Weigh sales effectiveness activities against production goals

Delivers a superior, out of the box, industry-specific user experience

Key Features

Retain & Recruit

Lead tracking functionality to recruit new agents, profile new prospects, and retain existing agents

Campaign Dashboards

Create relevant campaigns, segment accurately, and utilize dashboard reporting

Agency Management
System Integration

Direct integration with iPipeline Agency Integrator and the data you already have in your organization

Product Resources