The ProspX Solution

ProspX SalesConnect combines a brilliantly simple sales automation solution with a collaborative enterprise search engine, developed through extensive market research and in close partnership with top insurance brokers and carriers. ProspX is a Software-as-a-Service (SaaS) solution so there are no up-front integration or technology deployment requirements. The solution consists of the following features:

Click Below to Explore SalesConnect Features

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Action Plan

An integrated and customizable sales process developed by the industry’s top producers, incorporating best practices to maximize the results from each opportunity.

Connect

A networking functionality that enables opportunity managers to instantly identify and leverage the critical relationships and expertise within their own organization.

Partner Link

A unified interface that streamlines the collaboration between insurance carriers and brokers at the point of opportunity by letting the insurance carrier push relevant information about programs, coverage advantages, and customized services directly to opportunity managers.

Sales Library

A knowledgebase of just-in-time relevant sales strategies – presentations, competitive differentiators, industry benchmarks, and more – that have proven effective.

Debrief

A simple interface that give opportunity managers the ability to quickly debrief and share results so that the collective brain-power of the entire organization is increased after each sales experience.

Stats Sheet

A tracking component that enables management to consistently and objectively recognize & reward team contribution (e.g. introductions made, information shared, and challenges jointly resolved).