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Customer Story

Campion Insurance tracks its sales pipeline with Applied WealthTrack

Automatic activity tracking gives Campion a clear view of its pipeline and a simpler way to manage a large sales team.

Summary

More visibility into the sales pipeline

As a brokerage with a large sales team, Campion Insurance needed digital software to monitor its success. Campion uses Applied WealthTrack to track activities automatically and manage its sales team efficiently. 

Dublin

Headquarters

17 Years

As an Applied Customer

Additional Info

Employees: 175+
Offices: 11

“Very quickly Applied WealthTrack will show you where the gaps in your sales process are.”

Stephen Gillmor

Director of Financial Services, Campion Insurance

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