The Challenge
As a manager you need visibility into your producers’ opportunities as well as insight into the activities and contributions of team members in order to accurately forecast and manage your organization.
However, most sales automation solutions are not designed for the complex multi-party nature of the commercial insurance business, where relationships, shared experiences and collaboration are critical to winning and retaining business.
The Solution
Because ProspX is designed specifically to help make producers’ jobs easier, they love to use it. As a result, you are finally collecting accurate and current sales pipeline reporting and forecasting information.
Additionally, ProspX helps you align company objectives with those of your producers and their teams by ensuring that individuals are finally recognized for their total contribution -- not just for their own revenues, but for the revenues they have helped generate for others through sharing relationships, expertise, and sales experiences. This recognition helps motivate team members to actively participate at the point of opportunity, shortening the sales cycle, increasing revenues and ensuring organic growth, recruiting, and retention within in your organization.
“We now have the unique ability to quickly and easily connect to information, expertise, and each other as we build programs tailored specifically to each of our client’s needs.”
- Mathew Lipscomb, chief manager, Lipscomb & Pitts