insurancesalestracking.com
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Submitted URL: https://stmsg.cc/
Effective URL: https://insurancesalestracking.com/
Submission: On December 03 via api from US — Scanned from DE
Effective URL: https://insurancesalestracking.com/
Submission: On December 03 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
POST ./
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<h1>Insurance<span> Sales </span>Tracking</h1>
<p>Bridging the gaps between you, your clients, and your underwriters.</p>
<div class="d-flex">
<a href="https://inslnk.com/Register" class="btn-get-started">Get Started</a>
<a href="https://youtu.be/c2LnbH2MG7g" class="glightbox glightbox2 btn-watch-video d-flex align-items-center"><i class="bi bi-play-circle"></i><span>Watch Video</span></a>
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<h3>Free Trial</h3>
<p>Elevate Your Business—Access Real-Time Tracking for Sales, Leads, and Quotes!</p>
</div>
<div class="col-xl-3 cta-btn-container text-center">
<a class="btn-get-started" href="https://inslnk.com/Register">Get Started!</a>
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<section id="moreinfo" class="services section">
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<a href="/Overview" class="stretched-link">
<h3>Sales Dashboard</h3>
</a>
<p>Your sales dashboard will provide you with all the information you need as an owner or an agent. </p>
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<h3>Communicate</h3>
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<p>Send your sales receipts via email or SMS, enabling your clients to view and pay their balance online.</p>
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<!-- End Service Item -->
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<h3>Web Forms</h3>
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<p>Collect and Track Leads with Custom Web Forms, Including Customized Underwriting and Coverage Questions for Each Policy or Service You Offer</p>
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</div>
<!-- End Service Item -->
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<div class="service-item position-relative">
<div class="icon">
<i class="bi bi-bell"></i>
</div>
<a href="/Overview" class="stretched-link">
<h3>Automation</h3>
</a>
<p>Set up automation to trigger document generation, emails, or SMS when a lead, quote, or sale is created, edited, or deleted. Automate cross-sale actions when a sale is added, and more..</p>
<a href="/Overview" class="stretched-link"></a>
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<div class="icon">
<i class="bi bi-calendar4-week"></i>
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<a href="/Overview" class="stretched-link">
<h3>Agency Management</h3>
</a>
<p>Agency management is often overlooked by other systems. Our solution not only helps manage clients, also manage internal operations—departments, locations, and forms—while automating audit items to improve agent productivity and work
quality.</p>
<a href="/Overview" class="stretched-link"></a>
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<div class="service-item position-relative">
<div class="icon">
<i class="bi bi-layers-half"></i>
</div>
<a href="/Overview" class="stretched-link">
<h3>Product Customization</h3>
</a>
<p>You can customize each policy or service product to meet your agency's needs by adding fees you charge, underwriting questions and coverage options. Use it as a foundation for your leads, quotes, web forms, and sales entries.</p>
<a href="/Overview" class="stretched-link"></a>
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<!-- End Service Item -->
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<!-- Features Section -->
<section id="features" class="features section">
<!-- Section Title -->
<div class="container section-title aos-init" data-aos="fade-up">
<h2>Features</h2>
<p>Insurance Sales Tracking was designed from the perspective of owners and agents, prioritizing their needs while still ensuring comprehensive customer detail tracking as part of the management system.</p>
</div>
<!-- End Section Title -->
<div class="container">
<div class="row justify-content-between">
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<h4 class="d-none d-lg-block">Your Dashboard</h4>
<p>
Your sales dashboard provides the first impression of your agency's performance, offering insights into which agents are excelling. You'll also see where your premiums are written, allowing you to identify areas to focus on for improved commissions.
</p>
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<h4 class="d-none d-lg-block">Sales Details</h4>
<p>
As an owner, you can explore the details of your sales, including written carriers, down payment premiums, and broker fees. You can also track sales by each office and agent while keeping an eye on important marketing indicators, such as the source and type of policy for each sale..
</p>
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<h4 class="d-none d-lg-block">Customer Profiles</h4>
<p>
The Customer Profile provides in-depth information about your customers, including sales, quotes, leads, payment history, promissory notes, and SMS and notes history. Each of these items has its own view and associated notes, all accessible through a convenient quick view feature.
</p>
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<img src="/assets/img/CusotmerView.png" loading="lazy" alt="Customer Profile" class="img-fluid image">
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<!-- Call To Action Section -->
<section id="call-to-action" class="call-to-action section light-background">
<div class="container">
<div class="row aos-init" data-aos="zoom-in" data-aos-delay="100">
<div class="col-xl-9 text-center text-xl-start">
<h3>Insurance Sales Tracking</h3>
<p>Building Stronger Connections Between You and Your Clients.</p>
</div>
<div class="col-xl-3 cta-btn-container text-center">
<a class="btn-get-started align-middle" href="https://inslnk.com/Register">Get Started!</a>
</div>
</div>
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</section>
</form>Text Content
info@insuraxe.com +1 855-951-4411 * Home * Features * Overview * Action Requests * Client Portal * Integrations * Interactive Discussions * Document Management & Sharing * Attachment Processing * Payment Solutions * Pricing * Get in Touch * Sign In * Agent Login * Association Login * Insured Login * Create Account INSURANCE SALES TRACKING Bridging the gaps between you, your clients, and your underwriters. Get Started Watch Video FREE TRIAL Elevate Your Business—Access Real-Time Tracking for Sales, Leads, and Quotes! Get Started! SALES DASHBOARD Your sales dashboard will provide you with all the information you need as an owner or an agent. COMMUNICATE Send your sales receipts via email or SMS, enabling your clients to view and pay their balance online. WEB FORMS Collect and Track Leads with Custom Web Forms, Including Customized Underwriting and Coverage Questions for Each Policy or Service You Offer AUTOMATION Set up automation to trigger document generation, emails, or SMS when a lead, quote, or sale is created, edited, or deleted. Automate cross-sale actions when a sale is added, and more.. AGENCY MANAGEMENT Agency management is often overlooked by other systems. Our solution not only helps manage clients, also manage internal operations—departments, locations, and forms—while automating audit items to improve agent productivity and work quality. PRODUCT CUSTOMIZATION You can customize each policy or service product to meet your agency's needs by adding fees you charge, underwriting questions and coverage options. Use it as a foundation for your leads, quotes, web forms, and sales entries. FEATURES Insurance Sales Tracking was designed from the perspective of owners and agents, prioritizing their needs while still ensuring comprehensive customer detail tracking as part of the management system. * YOUR DASHBOARD Your sales dashboard provides the first impression of your agency's performance, offering insights into which agents are excelling. You'll also see where your premiums are written, allowing you to identify areas to focus on for improved commissions. * SALES DETAILS As an owner, you can explore the details of your sales, including written carriers, down payment premiums, and broker fees. You can also track sales by each office and agent while keeping an eye on important marketing indicators, such as the source and type of policy for each sale.. * CUSTOMER PROFILES The Customer Profile provides in-depth information about your customers, including sales, quotes, leads, payment history, promissory notes, and SMS and notes history. Each of these items has its own view and associated notes, all accessible through a convenient quick view feature. INSURANCE SALES TRACKING Building Stronger Connections Between You and Your Clients. Get Started! 1370 Valley Vista Dr. #200 Diamond Bar, CA 91765 Phone: +1 (855) 951-4411 Email: info@insuraxe.com Apply to our Affiliate Program USEFUL LINKS * Home * Product Overview * Terms of service * Privacy policy PRODUCT HIGHLIGHTS * Sales Management * Leads Management * Quotes/Proposals Management * Marketing * Agency Management ACCOUNT TYPES * Agent/Wholesale * Client Portal Login * Affiliate Login ADDITIONAL LINK * Affiliate Program * Insurance Live Agents © 2024 - Insuraxe Solutions, Inc. All Rights Reserved Insuraxe Solutions Website