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SalesPulse
™
Lead management that works the way you do
Still using sticky notes or a spreadsheet to track leads? If so, it’s time to spend more time selling and less time managing leads with SalesPulse, the only lead management system designed specifically for the way insurance producers work. With no required fields or workflows, SalesPulse is just as easy and fun to use as your MP3 player. Uncovering trends in your sales cycle, tracking your pipeline and calculating your closing ratio has never been more accessible.
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Designed for brokers
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SalesPulse is the only insurance lead-management system designed for brokers. It contains insurance-specific fields for maximum relevance yet has no required inputs or workflows. That means you’ll spend less time managing information and more time selling.
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Monitor your sales
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How do you manage your day? With SalesPulse you can track daily prospecting activities and know what’s next at a glance. Uncover trends in your sales cycle, track your pipeline and calculate your closing ratio with easy-to-navigate reporting.
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Manage prospects
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Drill down to view prospect contact information, progress notes, tasks, rating, incumbent carrier or broker, lines of coverage sold and much more. Identify deep- or cross-selling opportunities quickly. Specify your own custom lists and create follow-up activities and alerts with ease.
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Customized to you
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Enter only the important prospect information you need — no required data fields! Add custom fields as you please. The flexible application can be used by one producer or one hundred, all while avoiding duplicates.
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Get the facts
Want to learn more?
Request product information.
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Request a demo
We know seeing is believing.
Request a free, no-obligation demo.
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1.877.MYZYWAVE
(1.877.699.9928)
Call now to speak to a Zywave sales representative.
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