Pipeline Manager:
This is a key tool for our producers as it tracks all prospective clients along with important dates, coverages, and needs that relate to each prospect.
Activity Planner:
Track your sales activities including conversations, appointments, submissions, and presentations with the Activity Planner.
Service Timeline:
Our service commitments are documented in a service timeline with built-in accountability features unique to our industry. Clients keep up-to-date on our progress with the service commitments we have made.
Workers Compensation Report:
A tool designed to help accurately and professionally show clients the details of their workers compensation costs, which can be a great sales tool in acquiring a sale or fostering a long-term relationship.
