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Lead Management Systems for Distribution and Agency Management
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
Other Distribution and Agency Management
An agency management system with integrated billing capabilities. Billing features include automated invoicing, payment tracking, flexible payment options, commission management, accounting reconciliation, and reporting tools.
A comprehensive agency management system featuring intuitive workflows, automated task management, document management, integrated email, policy download capabilities, and built-in CRM functionality designed to improve client retention and agency growth.
A comprehensive agency management system tailored for life and health insurance agencies that includes CRM capabilities, commission tracking, policy management, automated workflow processes, and robust reporting tools to help agencies scale efficiently.
A no-code insurance platform with lead capture tools, prospect management, quoting and binding capability, automated agency workflows, commission calculation, performance analytics, and white-label customer portals for insurance distribution.
An end-to-end distribution management platform with agent onboarding, licensing and appointment tracking, commission management, compliance monitoring, hierarchy management, and performance analytics for insurance carriers.
A comprehensive lead management platform that allows agents to purchase, track, and manage their incoming leads effectively, offering insights into lead quality and conversion rates.
An advanced lead management system that automates lead distribution, tracks engagement, and offers tools for nurturing relationships with potential clients.
A lead management tool that connects insurance agents with consumers while offering features to manage, track, and convert leads into policies.
A robust platform providing agents with tools for lead capturing, distribution, tracking, and follow-up, optimizing their sales process and improving conversion rates.
Insurance Technologies Lead Management System
By: Insurance Technologies
https://www.insurancetechnologies.com/lead-management
By: Insurance Technologies
https://www.insurancetechnologies.com/lead-management
An intuitive lead management software that tracks leads through the sales journey, integrates with CRM systems, and provides analytics to refine marketing strategies.
Lead capture and auto-assignment, intelligent lead routing, distributor performance analytics, activity management, collaboration tools, mobile-first engagement, and integration with core policy systems.
Centralized lead management, automated lead allocation, agent/broker onboarding, distribution performance dashboards, end-to-end policy workflow automation, omnichannel sales, and compliance management.
Sapiens Distribution Management
By: Sapiens
https://www.sapiens.com/solutions/core-suite-for-insurers/sapiens-distribution-management/
By: Sapiens
https://www.sapiens.com/solutions/core-suite-for-insurers/sapiens-distribution-management/
Lead and opportunity management, automated distributor onboarding, agency/broker hierarchy management, incentive tracking, lead assignment, omnichannel support, and integrated analytics.
Majesco Distribution Management
By: Majesco
https://www.majesco.com/solutions/distribution-management/
By: Majesco
https://www.majesco.com/solutions/distribution-management/
Unified lead management, agent and agency onboarding, workflow-driven lead assignment, sales pipeline analytics, commission management, channel performance dashboards, and integration with policy systems.
Lead tracking and routing, sales pipeline management, workflow automation, agent onboarding, quoting, data analytics, and commission management.