Insurance Broker Lead Management

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SalesPulse

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Insurance lead management system

Are you serious about growth? If so, it’s time for a seriously effective lead management tool – SalesPulse. Intuitive and fun to use, SalesPulse is the only insurance lead management system designed for insurance brokers by insurance brokers. Easy sales pipeline management for producers means better business intelligence for you. It’s time to trade sticky notes and spreadsheets for a real lead-tracking automation system. Your growth depends on it.

Designed for insurance brokers
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 producers spend less time managing information and more time selling.

Easily monitor your pipeline and activities
How do your producers manage their 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.

At-a-glance prospect management
Drill down to view prospect contact information, progress notes, tasks, rating, incumbent carrier or broker, lines of insurance 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.

Manage leads your way
No required information to input means producers enter only what they need – plus, add custom fields as you please to make SalesPulse work for you. This lead management application can be used by one producer or 100, all while avoiding duplicates.