ClickCease

Sales Cloud

Streamline mission-critical workflows - all the way from prospecting to renewals - to fuel organic growth for your agency.

Lead Generation & Marketing Automation

  • Generate new business through a beautifully designed website that is highly optimized for your organization
  • Create an intelligent prospecting strategy, finding qualified leads based on the industry’s largest variety of criteria
  • Save time and increase reach with tailored, timely communications to your entire book

Quoting & Proposals (CPQ)

  • Quickly compare multiple competitive quotes instantly versus submitting to multiple carrier websites
  • Instantly access pricing direct from numerous carriers
  • Streamline data entry and renewals driving increased productivity

Agency Management (AMS)

  • Reduce errors and improve efficiency by managing your client and prospect data in a single location
  • Track client and prospect activity and gain insights into their respective workflows
  • Take the guesswork out of reporting and gain a more comprehensive understanding of your agency’s employee benefits operations
More Resources
Sales Cloud Info Sheet

Cloud solutions for all of your employee benefits needs

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