Supported Operating System(s):Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8
About Vertafore Pipeline Manager
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, opportuni...
1 Reviews of Vertafore Pipeline Manager
4.00 / 5 stars
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Travi from Insurance
Company Size: 11-50 employees
Time Used: Less than 2 years
Value for money
Works like it should and does everything you need it to do pretty easily. I would recommend this to another agent
Sometimes it is slow and also customer support can be hard to contact or slow to have a response if you need help.