ClickCease

Sales Cloud for Commercial Lines

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

Marketing Automation

  • Save time and increase reach with tailored, timely communications to your entire book of business
  • Reach your target audience with dynamic lists for specific groups or individuals based on location and other demographics
  • Measure the effectiveness of any given email campaign

Lead Generation

  • Supercharge your marketing strategy with insurance profiles and insights gathered and interpolated from dozens of data sources
  • Unlock critical P&C data and target commercial prospects based on OSHA violations, DOT inspections, penalties and more
  • Easily engage with prospects by managing and exporting lead lists

Quoting & Proposals (CPQ)

  • Complete one easy-to-use form with questions deduplicated across carriers for the class code and coverages selected
  • Receive bind-able quote results in minutes including a link to issue the policy with the carrier directly
  • Collaborate amongst team members to ensure that producers, marketers and CSRs are always aligned

Agency Management (AMS)

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

Cloud solutions for all of your commercial insurance needs

Ready to take the next step?

Speak with one of our revenue generation experts to learn ways you can increase productivity, achieve profitable growth, and delight your customers. Complete the form and we’ll be in touch right away.