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.

 

Vertafore Pipeline Manager - Dashboard
 
  • Vertafore Pipeline Manager - Dashboard
    Dashboard
  • Vertafore Pipeline Manager - Search
    Search
  • Vertafore Pipeline Manager - Contact
    Contact
  • Vertafore Pipeline Manager - Custom fields
    Custom fields
  • Vertafore Pipeline Manager - Opportunity
    Opportunity
  • Vertafore Pipeline Manager - Prospect
    Prospect
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

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Travi from Insurance
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Good Product

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source