Software Makes Data Shine
It all comes down to time. Have the data where you need it, when you need it.
What do you call a CRM that is preloaded with prospects and constantly updated? We call it a Pipeline. Currently in its 3rd version, Pipeline is our flag ship product and has been evolving since 2014. Available for the Commercial and Benefits data platforms.
Target businesses with any combination of location, renewal date, industry, size, incumbent carrier and 11 other industry relevant data points (not including the exclusion options). Simple and intuitive. If you’re tired of using spreadsheets or don’t have a slick, (often expensive) CRM system to feed, our platform includes effective tools for managing new business activity and keeping team members in their respective lanes.
What started as a simple notes section and is still the most used tool in the kit, users can now keep on top of active prospects from their Dashboard, track opportunities from Appointment to Binding, and push important events to their work calendar. With outside the box features like a ‘google it’ link for business names, or the phone number ‘quick find’ so you can see which prospect is returning your voicemail, it is easy to see we are built by agents, for agents.
Front Office Redefined
Currently in beta and available for the Commercial platform, Pipeburst is designed to take the tediousness out of the submission process. Keep track of high-level details like incumbent agency, payroll, premiums and losses. Prior terms stay organized with our coverage matrix, which is used to generate a Loss Run release form(s) for insured signature, complete with carrier contacts. Set up your submission roster in seconds, and keep track of critical tasks like supplemental applications and pre-inspections.
“Just wanted to drop you a quick note thanking you for this update. The producers and myself use your database on a daily basis and for multiple hours per day, and this update makes our jobs much easier and allows us to work more efficiently. Thank you!”
"I actually do mailings every two weeks or so and your resource is invaluable to me and saves me 15 to 20 hours a month of research I was doing at home. I basically plan to be a subscriber indefinitely as the information I need changes from year to year and I need to stay on top of it."