Reward and acknowledge your best performers in real time with live rankings. Promote team competition by pointing out achievements to give a platform for friendly competition. The leaderboard ensures that your agents are motivated, and work to achieve their goals.
Imagine your whole sales process with simple statistics. Track progress, measure performance in terms of the team’s performance and find bottlenecks. Make your choices based on real data to better your conversion rates.
Gain access to detailed reports that provides you with a ringside view of what is happening in your agency. View data according to what is most important. Be smarter about your weekly sales and clients — tap into more intelligence.
Stay organized with intelligent filters that will make it easy for you to manage data using simple clicks. Simplify client, leads or policies segmentation very fast with few clicks. This feature will save time and increase productivity in your agency.
Never forget agent earnings ever again. Automatically calculate commissions, given sales and policy data. Transparent, accurate, and real time and you keep your team confident & motivated.
Gain a precise understanding of the financial environment. Monitor earnings, track expenses, and utilize profit report all from a single dashboard. Make well-informed choices based on correct, current, financial data.
Create an exact form your team needs with a flexible drag and drop builder. Customize fields, automate responses and capture important data effortlessly. No tech skills required to meet the performance just plug, play, and go.
Unlock the full potential of your sales team with our flexible pricing plans. From lead management to advanced analytics, choose a plan that scales with your growth.
