Introducing ProspX EmailConnect™ — a new functionality that allows providers of information and expertise to respond to requests via email, without ever having to login to the system.
ProspX is keenly aware that many specialists who have a wealth of valuable information and insights from years in the commercial insurance business rely heavily on email and their mobile devices for communicating and getting their job done. They simply do not want to have to login to a separate application on a regular basis in order to conduct their business. With the introduction of ProspX EmailConnect, they never have to.
Now brokers and carriers do not have to alter their workflow to engage in successful collaboration using ProspX. This email-driven workflow motivates rapid, high quality responses making it easier for people to respond and engage with each other without having to change their habits. And because it is tracked and managed transparently via ProspX, it enables management to recognize and reward team member “assists” accurately and consistently.
HOW IT WORKS:
- Opportunity teams search for the ideal specialists who can assist with sales opportunities (by industry, line of business, size of client, etc.).
- The right specialists…
- … Receive the right inquiries by email
- … Reply by email
- … Receive automated follow-ups by email
- … Provide feedback by email
- Information requests and responses are tracked and reported so nothing falls through the cracks.
- Information is attached directly to the sales opportunity and can be reviewed by the entire opportunity team (or management) at any time!
- Meaningful information can now be harvested and reused for future opportunities.
- Management can recognize the contributions of specialists on the pipeline report.
If you’re interested in learning more about the ProspX platform and EmailConnect, please contact us at email@example.com or call us at (512) 419-9970. Current customers, please contact product management.