Vertafore Pipeline Manager Software


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.

Dashboard
Dashboard

Dashboard

Search

Search

Contact

Contact

Custom fields

Custom fields

Opportunity

Opportunity

Prospect

Prospect

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

Overall rating

4.0 / 5 stars

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Travi from Insurance

Industry:  Insurance

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Good Product

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.

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Displaying 1 - 1 of 1 reviews