Find more of the right customers to grow your business.
Today’s agencies are clamoring for innovative ways to win new business and round out existing clients. It starts with the right data and target lists to market your business. Then, build a sales pipeline that works for your sales motion and add a simple visual interface that makes moving opportunities between those stages easy. Because we have tools for the complete customer lifecycle, you can leverage the priceless data in your agency management system at every step of your sales and marketing processes to gain, maintain, and retain.
Why Sales and Marketing Matters to Your Business
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Standardize your funnel management
Automatically mine your agency’s existing data to generate leads for your sales funnel and follow a prescriptive sales funnel to drive higher closed-won ratios.
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Generate the best leads for your business
Prospect and cross-sell through targeted email campaigns that can easily be built and pre-loaded to reach and nurture more prospects at once.
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Measure performance
Leverage data to better measure sales performance and growth metrics. Set growth targets, measure their success through easy-to-read dashboards, and track to completion.
For the first time in 22 years, we have a system and workflow. It's Retention Center, but it's much more than that ... we can now cross-sell, round our accounts, and improve our retention and revenue of the agency! I feel at peace now! There's honestly nothing like it. We touch every single person, every single time!
Tim Banowsky, Access Insurance Agency
Get Started with Tech That’s Right for You