Applied Sales Focused Broker
Applied Sales Focused Broker lets brokerages collect and apply client data more effectively to mine sales opportunities and manage policyholder accounts more profitably.
Applied Sales Focused Broker provides brokerages with a tool to apply client data in new and better ways. Integrated with Applied Property Rater and Applied AutoRater, companies gain deeper visibility into their clients to facilitate data-driven decision-making.
Applied Sales Focused Broker gives the brokerage the ability to:
- Track sales initiatives, view policy expiration dates and create abeyances
- View quote resolutions and generate reports
- Evaluate business coming through the broker channel by following up on leads from all marketing and advertising media including the newspaper, direct mail, yellow pages, websites and social networking sites such as Facebook and LinkedIn
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