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.