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See the pipeline without keeping a second system
A producer dashboard tracks pipeline, quota, and lines placed, with no separate system to keep current.
For Principals
Carry a bigger pipeline and close more of it, without a longer week
Find the prospect, profile the risk, and map the markets in hours, not days. Nurture your pipeline to close with campaigns custom built for you.
Cut the prep time before every prospect call
A producer’s pipeline depends on selling time, and a lot of that time goes to preparing before the first call. Researching the business, sending the application and entering the same risk for each market all take time away from talking with prospects and clients. Applied Epic® uses AI to build the prospect’s business profile before the call, carries last year’s answers forward on CSIO forms, and sends one entry to the markets you choose. The time that used to go to prep can be redirected back to prospect and client conversations.
Where a producer’s day runs
Producers evaluating an insurance CRM are really asking whether the pipeline, the research and the quoting sit together.
Research the prospect before you walk in
Verified risk attributes build into a business profile, so you name the exposures worth discussing.
Send one entry to every market you select
One commercial risk goes out to the markets you choose, and the quotes come back side by side.
Send an application the client can finish online
Last year’s answers carry forward on CSIO forms, so the client confirms what changed instead of starting over.
What customers are saying
Whether the pipeline sits with the account. An insurance CRM that lives apart from the broker management system means updating two places, and the one that gets neglected is usually the CRM.
Beyond that: does it show you the risk and the exposures before a meeting, and can you quote from it without leaving the record you are looking at.
Through a dashboard that reads from work already posted rather than one somebody maintains by hand. Pipeline, quota progress and lines placed all derive from the same activity, so the view is current without a Friday update ritual.
The discipline that matters is a single place. Two pipelines means neither is trusted.
Rarely, and the separation costs more than it looks. A standalone CRM has to be fed with client, policy and renewal data from the management system, which introduces a sync, a lag, and two versions of who owns the relationship.
Where the pipeline sits on the account itself, the prospect record simply becomes the client record when it binds.
Traditionally, hours of research across public sources to understand the business, its exposures and what it probably has in place today.
Built from public business data on the business itself, a profile naming the likely exposures comes back in minutes instead. The preparation stops being the reason a call slips a week.
Go deeper for owners
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Webinar
Surpassing Customer Expectations and Enhancing Business Operations
In this on-demand webinar, our presenters will explore ways to simplify the customer experience journey, transforming digital workflows that allow staff more time to service clients and prospects, and using technology to extend professional advice at critical points throughout the policy lifecycle.
View Now -
Webinar
Streamlining Brokerage Operations
See how Canadian brokerages use automation to handle renewals, follow-ups, and quoting workflows, and grow their book of business without adding headcount.
View Now -
Webinar
Surpassing Customer Expectations and Enhancing Business Operations
In this on-demand webinar, our presenters will explore ways to simplify the customer experience journey, transforming digital workflows that allow staff more time to service clients and prospects, and using technology to extend professional advice at critical points throughout the policy lifecycle.
View Now
Work a bigger pipeline
Talk through what your week looks like when the research, the quotes, and the pipeline sit together.