Managing the benefits portion of an insurance business can be complicated, time-consuming and full of inefficiencies. Eliminate these problems with a system designed to manage your agency’s day-to-day activities more effectively.
Leverage a dynamic Agency Management System that consolidates your workflows and processes into a single, unified platform so you can spend more time on sales and retention.
Reduce errors and improve efficiency by managing your benefits client and prospect data in a single location. By centralizing your data, you can:
Track client and prospect activity and gain insights into the workflows needed to make your employee benefits insurance business more successful. With these solutions, you can:
Simplify file organization by managing, editing and accessing your information in one, centralized location:
Uncover new ways to manage your sales opportunities and drive growth:
Take the hassle out of managing and configuring various carrier benefits plans by storing them in one integrated solution:
Expedite the entire request for proposal (RFP) process by creating industry-leading RFPs in minutes and sending them to multiple carriers:
Sales Cloud Informational Sheet