Product Overview

Insurance Sales Tracking

Agency Management System

Insurance Sales Tracking is a results-driven Agency Management System designed to simplify daily tasks for agency owners and agents. It offers a fresh perspective on managing workloads, going beyond just client profile management like other systems.

We provide all the tools you need to effectively manage your agency and clients, empowering you to streamline operations and boost productivity.

  • Manage your Leads, Quote Proposals, Policy and Service Sales
  • Manage your Departments, Locations, and Internal Employee requests
  • Client Portal
  • Leads Marketplace
  • Action Request available across all aspect of Insurance Sales Tracking

Insurance Sales Tracking helps you identify cross-selling opportunities by analyzing customer data and sales patterns, enabling you to offer additional products and services effectively.

Sales Tracking Cross-Sale Automation eliminates 90% of the manual effort required to reach out to customers for additional services, allowing you to leverage your existing customer base for lead generation.

Automation Details

Sales management

Sales Management is at the heart of what we do. We offer a comprehensive set of tools designed specifically to help you effectively manage and optimize your sales process.

  • Sales Tracking.
  • Sales Types Management.
  • Questions and Coverages Customization per type.
  • Cross-Selling Opportunities.
  • Customizable Sales Receipts.
  • Automated Payment/Promissory Note Collection.
  • Document Management and Sharing.
  • Insurance Certificate Request.
  • Integrated Renewal Proposals
  • Payment Links and Requests
  • Daily Production Sheets - Collection from Agents
  • Web Messages, Communicate with your clients

Insurance Sales Tracking manages all types of sales and services. Whether it's policy sales, endorsements, monthly payments, DMV services, notary services, or any custom service you offer, the system tracks it all. You define the products and services you sell.

Leads Management

Integrating lead management with quote proposals and sales renewals is essential for success in the insurance agency environment. Every renewal is a potential lead, and every call presents another opportunity—never miss out on any of them.

Insurance Sales Tracking enables lead creation from various sources, including your website via our Web Forms, incoming calls from customers through your agents, email submissions, and purchases from our Insuraxe Marketplace. All leads are conveniently managed in one central location, right at your fingertips.

  • Organized by Product, Agent, Location, Source and Lead Status
  • Leads Creation from Multiple Source
  • Add Quotes to Leads
  • Send Responses by SMS, and Email.
  • Accept Down Payment online.

Proposal Quotes

Quote management is a fundamental feature in any AMS, but we go beyond the basics. Our proposal management system allows you to provide multiple quotes that the insured can access and pay for directly. No more manually sending quotes by email—you can also attach required forms for electronic signature within the proposal.

  • Create Proposal From Leads, Manual Entry, or Renewals
  • Accept Proposal Payments online
  • Sale Record will be automatically created once paid by the customer.

Say goodbye to paper notes with digital worksheets . Our worksheets are neatly organized by client, giving you quick access to all necessary questions for each policy type, making it easy to manage and refine your quotes efficiently.

Agency Management Tools

Internal agency management is a key component of the Insurance Sales Tracking system. Developed by experienced insurance professionals with backgrounds in retail agencies, wholesale, and carriers, we've crafted a comprehensive set of tools to help you effectively and efficiently manage your agency's internal operations.

  • Quality Control Automation: Automate Audits, and avoid costly mistakes
  • Interactive Discussions
  • Insurance Certificate Requests Forms
  • Internal Forms: Example-- Vacation, Refund, Payroll and Supplies Requests
  • Tasks Managemnt
  • Employee Announcements

Insurance Sales Tracking

Building Stronger Connections Between You and Your Clients.

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