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If you’re interested in learning more about the ProspX platform, please contact us at email@example.com or call us at (512)419-9970.
Search and Access
A producer or marketer initiates a simple keyword search specific to a new or renewal business opportunity.
The enterprise-wide search scours the knowledgebase and the “social network” of the agency itself, relevant external partners, and insurance carriers who have identified themselves as having an “appetite” for that type of opportunity. The search returns specialists and popular sales materials relevant to the opportunity.
The producer or marketer may then reach out and collaborate in real-time with some or all of the specialists identified, determining on an individual-by-individual basis what information about the sales opportunity they would like to share. The system accounts for the fact that they may be collaborating as partners on one opportunity while competing on others.
Track and Rate
All data, conversations, and content shared are continuously “tagged” and indexed to both tie them to the specific business opportunity and archive them in a “virtual sales library” for ease of retrieval and reference for future opportunities. The communications concurrently drive a pipeline tracking process that is customizable. Brokers can “rate” resources, similar to what’s done on eBay, as a basis for feedback as well as prioritization for future use of information and expert resources.