Configure-Price-Quote (CPQ) solutions allow sales reps to focus on closing the deal, and this report helps decision makers ask the right questions and get the right answers when considering CPQ software.
Insurance carriers face more disruption than ever before with a changing regulatory environment, technology advances, shifting demographics, and changing customer behaviors.
Insurance carriers need a connected sales and marketing platform that will transform the way you manage your captive agents and producers, driving compliance, improving loyalty, and ensuring production.
Streamline producer onboarding, continously monitor licences, appointments and training, with a single view of your producer lifecycle.
Pay your producers for performance and drive a better customer experience with the most appropriate mix of fees, bonuses, commissions, and incentives.
Give your producers a single source of truth for all approved marketing material and to engage and collaborate with your customers easily.
Manage your book of business effectively so you can uncover hidden opportunities and maximize cross-sell and upsell.
Stay one step ahead of the competition with powerful analytics to predict results and take action before it's too late.
Create, review and manage contracts between you, your customers, and your producers in a single compliant system.
Talk to an insurance industry expert about your needs.