One of the issues that has always been a constant, is that clients are not being retained as they should be. Lapse prevention never happens soon enough. Everything is REACTIVE not PROACTIVE. The constant touches with our technology and a team behind you, help keep your clients needs a priority and inevitably keep them as YOUR client.
Team+Tech✅
“Without data, you are just another person with an opinion” - Geoffrey Moore
The goal should be to be the professional that is helping your customer, not just another
person who “sold” them something. Proper data storage and analytics allow you to not only
serve your client, but set you heads above your competitors, if they ever try to replace
your valued services.
Seems silly when there is a system in place that can FIX this.
You're Almost To The
If you know there is a team and the technology to
SAVE YOUR CLIENTS, ADD ADDITIONAL
REVENUE AND MAKE YOU MORE EFFECTIVE,
why would you hesitate?
No more scattered or missing data. XSales CRM provides one clear, consolidated overview of each client. Easily segments, tracks, and targets with visibility so you know exactly who needs what and when.
NO MORE ASSUMPTIONS. Our smart filters refine your base to identify the previously overlooked clients who are most likely to qualify for additional products and services, unlocking entirely new revenue streams.
Never let a policy lapse or cancel without a follow up. Self-generated: XSales can immediately follow up with calls, texts, and emails to your clients . Stay connected to your clients—NEVER let them think of leaving.
XSales was created with one goal in mind: to change the insurance game. Unlike most CRMs that work only with data, XSales CRM is aimed at actively pursuing the identified retention gaps, exploring new opportunities, and optimizing all the stages of the sales process, from the first call to the final sale.
It’s time to get rid of the old way of thinking and the storing of data. XSales CRM is the tool that gives you full control over your relationships with your clients, your cross-selling tools and technology, and your growth.
Tons of money and effort goes into obtaining a client. Our mission is clear: help the industry recognize problems before they cost them clients and most importantly show the long term value of those clients through proper data and communication.
XSales is technology coupled with an all-star team, designed to organize, effectively manage existing business, while identifying and correcting inefficiencies, making your organization a sales force to be reckoned with. This allows for more opportunities to drive new forms of revenue while securing the money that you have already worked hard to get.
Let’s strengthen your client relationships and boost
your sales potential.
Turn your agency into a
sales machine.
Strengthen Client Relationships
Maximize Customer Value
Boost Retention through Engagement
Premium Client Support
Reduce Workload
Enhance Customer Experience
Increase Revenue
Data-Driven Personalization
Maximize Existing Relationships
Re-engage Lost Clients
Human-Centered Approach
Boost Conversion Rates
Loss Recovery
Increase In Production
Retention Growth
Data Enhancement
Unleash the power of our intelligent Sales CRM to streamline your processes, organize leads, and align your team to close more deals with less work.
Take control of your pipeline. Every step of the process is highly customizable, there is little need to do anything manually, and you can follow the client’s journey and feel comfortable always closing the deal.
Reminders to follow up, monitor all correspondence, and leverage real-time data to secure more sales opportunities.
X-Sales CRM simplifies sales tracking, client management / interactions, ensuring you and your team stay productive and focused on maximizing service and sales opportunities.
Streamline your sales process with data-driven strategies to boost conversions, improve customer relationships, and maximize revenue.
Effectively track and manage your sales pipeline to improve client nurturing, effectively ascertain client needs and drive consistent business growth.
Identify, capture, and nurture high-quality sales opportunities with powerful automation tools, ensuring a steady flow of potential cross-sell opportunities.
Strengthen customer interactions by centralizing communication, automating follow-ups, and personalizing engagement
Customize your CRM to match your business needs, ensuring smooth integration with existing tools and optimizing sales workflows.
Use real-time analytics to track sales performance, identify high-value clients, and refine your sales funnel for better conversions.
