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Manage your deals productively, and cement across sales funnel with CRM solutions from InsuredMine. An established course of an efficient system that helps leads convert to clients is known as the Sales Funnel. Working with the help of marketing tools, the sales funnel follows the AIDA ( Awareness – Interest – Desire – Action) strategy. Every stage in the funnel track plays a vital role, creating a multiplier impact on sales revenues. Adding two leads at stage 2 of the funnel can result in 4X revenue. For example, when a couple of contacts show interest in buying a policy through google search and they end up buying 2 home and 2 auto policies, your sales will reflect a collective amount of all these policies. The storyline of sales depends on this funnel and InsuredMine strives to make it substantial and voluminous.
A technology to assist agents to work through the sales funnel is the Pipeline Manager tool from InsuredMine. Create multiple pipelines with customizable stages to close deals and cut out load on agents. Various categories, modules, and stages can be pushed into the pipeline to extract maximum sales advantage from it. InsuredMine Pipeline Manager enables sales representatives and agents to move pipeline cards from one stage to another with ease. The cards possess actionable features that help agents send emails, get quotes, add notes, link activities to the calendar, and accomplish a lot more with just a few clicks.
The quote sheets are of no use if they can’t be leveraged advantageously for striking the right lead at the right hour. Creating actual sales outcomes requires high-quality lead management, yet many agencies are trapped in productively processing the lead pipeline. Ensure your AMS net sales increment with our solutions that are specifically aimed to assist you with these challenges.
Easily accessible view of sales data for in-depth understanding and study is presented in the form of Charts. Inductive information showcases comparable analytics on sales to revenue, sales to targets, etc. The monthly sales forecasts of the agency, sales summary and lead conversion data presents a visual layout with InsuredMine software. Donuts(pie charts), bar graphs, line diagrams and scatter plots are designed to illustrate an up-to-the-minute picture of your agency.
Monitor your sales activities for each contact in a chronological sequence through the Pipeline Timeline. Get your team to work closely with contacts displaying all interactions and contact proceedings in a clear consolidated view.
“Absolutely The Best AMS Available on The Market Today! Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.”
-ALEJANDRO M.,President, Quoteasy
“InsuredMine: Great Decision, Awesome Service. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.”
-TAYLOR W., IT Manager, Sean Fincher Ins.
“It combines phone, text and email connections in one application. Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.”
-STANLEY DEAN , Selling Insurance since 1963
Let your clients update profile, review documents at their convenience. A revolutionary way to engage clients and prospects.
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