The Name says it all

Sales Tracking

Monitor and analyze sales data by office, agent, product, policy type, and marketing channel.

Sales Types Management

Insurance Sales Tracking is not limited to just insurance sales. It also accommodates a wide range of transactions, including DMV services and other sales types. You can customize fee items, sales questions, and coverages, especially for insurance-based sales, ensuring the platform meets all your diverse tracking needs.

Cross-Selling Opportunities

Identify and track cross-selling opportunities to enhance sales strategies.

Customizable Sales Receipts

Include marketing statements and QR codes on receipts for customer access to transaction details and balance payments.

Automated Payment Collection

Use promissory notes and automated collection to manage down payments, including scheduling payments on due dates.

Document Management

Securely upload, share, and manage sales-related documents and proposals.

Insurance Certificate Request

Create and manage Insurance Certificate Requests from your customers with Insurance Sales Tracking. Access all the tracking tools you need to efficiently process and issue certificates for your clients.

Real-Time Notifications

Receive instant online and email notifications for important sales activities and client interactions.

Quote and Proposal Management:

Create, send, and track quotes and proposals with customizable templates.