Vertafore Pipeline Manager software


1 reviews(4.0/5)
1 reviews(4.0/5)

Vertafore Pipeline Manager is a vertical-specific sales force automation (SFA) application from Vertafore tailored to the needs of the insurance industry.

This solution allows insurance professionals to manage leads and opportunities, including “x-date prospects” who are few days or months from their next insurance renewal and therefore most open to receiving a price quote from another agency. This helps producers focus on selling and cross-selling, while giving managers insight into the sales pipeline with sales reports and dashboards. It also allows users a range of options to import contact data.

Producer Advantage, Vertafore’s native mobile app for iOS and Android, also allows sales reps to view, edit and add prospects, opportunities and notes while in the field.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Web browser (OS agnostic) , Windows 2000 , Windows 8

1 Reviews of Vertafore Pipeline Manager

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  • Travi from Insurance

    Specialty: Insurance

    Number of employees: 11-50 employees

    November 2017

    Good Product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Works like it should and does everything you need it to do pretty easily. I would recommend this to another agent

    Cons

    Sometimes it is slow and also customer support can be hard to contact or slow to have a response if you need help.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
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