convert insurance lead to customer

Meet your virtual
sales assistant

Quickly convert
leads to customers

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BENEFITS

Insurance Leads

Manage all your
leads in one place

Spend more time with the customer and
less time grabbing leads from multiple
sources with smart lead import tools.

Insurance Sales Assistance

Define the way you
want to work

Prioritize customer activities
and de-prioritize administrative tasks
so that your focus is on customer
conversion activities.

Insurance Agency Software

Get more insurance specific
information

Gain insights by storing
insurance specific information and
accelerate conversion of a
lead to a customer.

FEATURES

Lead Management Tool

Combine your leads using import tools

Whether you manage leads in old CRMs, spreadsheets or have advanced social tools, get all your leads in one place with
bulk upload features.

Lead Tracking Contact Management

Get insurance view
of a lead

CRMs often dictate what you see. Why should you let them decide? Do it the insurance way
with information
such as household and financial
views about your lead.

Insurance Agent CRM

Organize and
prioritize your tasks

Manage your tasks, appointments and emails in one place. Proactively engage with your leads by accessing your notes and interaction history on any device.

Pipeline Management

Track your
sales pipeline

Dashboards that give you complete view of your pursuits. Closure rates and forward sales volumes work harmoniously with your
sales plans.

PLANS

PREMIUM

 

Generate and
convert more leads

Free +

Tools to link with
social media

Create your own dashboard

Document management

Collaborate with
team members

Scan your business card

(478) 245-7137

ENTERPRISE

Call us at
+1-888-733-2553

Customize as per
your needs

Premium +

Customized branding

Cross-sell and Upsell capablities

Integrate with other systems
policy, commissions, licensing

Integrate with Intellect SEEC
Needs Analysis, Quote and Illustration, and eApp

CONTACT US

GET IN TOUCH

Do you have a question?
Call us at +1-888-733-2553

Part of

intellect seec

DISTRIBUTION & SERVICE SUITE

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