Finally, A Lead Management System Built For Insurance Brokers

Share Article

Zywave breaks the complex CRM space and introduces a simple solution to lead management with SalesPulse

Whether you are a single producer, two-person shop or an agency of 25-plus producers, SalesPulse is specific to how insurance brokers work, allowing producers to increase their opportunities and close more deals in less time

Brokers who have been looking for an easy and efficient way to track leads and grow their pipeline now have a solution. Zywave, Inc., a leading technology provider of products and services for insurance brokers, announced today the release of SalesPulse™, a lead management system built for the way insurance brokers really work. Time spent on data entry, understanding workflows and figuring out reports are gone. SalesPulse eliminates rules-based requirements so producers can move forward in their sales process quickly and easily.

“Zywave created SalesPulse especially for insurance brokers because we understand the constraints that data requirements put on busy producers,” said Dave O’Brien, executive vice president and chief marketing officer of Zywave. “The key to lead management success is getting a producer to put their contact information into the system. Complex systems are an instant barrier to using a system. With SalesPulse, we’ve made it flexible and easy.”

The SalesPulse system’s straightforward drag-and-drop functionality and intuitive graphics make it easy to use. Behind the simple design are all the important tools that an insurance producer needs to grow their book of business: opportunity management, cross-sell and deep-sell tracking, custom list creation, pipeline at a glance, instant reports, and closing ratios—just to name a few.

SalesPulse can be purchased by just one producer or by many, which allows for flexible growth options for an agency who is just starting out or one that is ready to dive into a full lead-tracking initiative. “Whether you are a single producer, two-person shop or an agency of 25-plus producers, SalesPulse is specific to how insurance brokers work, allowing producers to increase their opportunities and close more deals in less time,” said O’Brien.

More information is available by downloading our white paper, “Sales Force Automation for Insurance Producers: 10 Characteristics of a System That Can Work for You,” at salespulse.zywave.com.

About Zywave:
Zywave is the leading provider of a line of Web-based employee benefits and property and casualty communication, administration, and claims data analysis systems, designed to help insurance brokers gain profitable market share. Employed by nearly 1,000 partners and a majority of the Top 100 agencies, Zywave applications help brokers secure and retain business by differentiating them from their competitors, and allowing them to compete on a high-capabilities basis. Additional information is available at http://www.zywave.com

This press release was distributed through eMediawire by Human Resources Marketer (HR Marketer: http://www.HRmarketer.com) on behalf of the company listed above.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Donna Nash
Zywave
414-475-1591
Email >
Visit website