Debrief

The ability to harness and leverage the lessons learned from historical sales experiences enables opportunity managers to optimize their strategy for future success. ProspX Debrief provides a simple blueprint for opportunity managers to review a game plan put together for an opportunity and quickly provide feedback about what worked and what could be improved. The debrief process less than two minutes per opportunity and allows the Simple Search engine to actively track all usage, feedback, and comments associated with a sales strategy. The usage statistics are dynamically incorporated into future searches, ensuring that only the best and most relevant strategies rise to the top. Because the feedback process is ongoing, the ProspX system quickly identifies obsolete strategies that may no longer be relevant and adjusts their ranking accordingly.

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“With ProspX, we have solved the challenge of the complex, multi-party commercial insurance sales process by streamlining our internal and external collaboration.”

- Gregory J. Meserole, senior vice president, Stephens Insurance