ProspX for Producers and Marketers

The Challenge

As a commercial insurance producer or marketer, you are challenged with selling commoditized products in a highly competitive industry.

You are required to differentiate yourself and your firm on "intangibles" such as the quality and expertise of your team, your customer service record, and the relationships you have in the market (with insurance carriers, wholesalers, and other partners). Additionally, you are challenged with managing a complex multi-party sales process, coordinating critical internal and partner teams and resources in order to demonstrate your value proposition to each client.

The Solution

ProspX provides the first easy-to-use collaboration and sales automation system designed specifically to make your job easier.

ProspX ensures that with minimal effort, you can efficiently and expertly manage your team resources and streamline the sales process in order to shorten the sales cycle, close more deals, and increase revenue all to the benefit of your clients. With ProspX, you’ll spend more time selling and less time on administration.

How it works »

“The ProspX platform is the first system we have come across that is specifically designed to make our producers’ jobs easier, giving them instant access to the people and resources that are relevant to any business opportunity they are working on.”

– Ryan Deeds, vice president and director of information technology, Lanier Upshaw