Agency Pipeline is a management system for insurance agents. It enables agents to better serve their clients by organizing the activities and transactions for every aspect of the agent-client relationship. Track quotes and sales, marketing campaigns, and analyze your client base.
When it comes to choosing a software tool to help you keep everything straight in your agency, more features does not mean you're better equipped to provide world-class customer service. We'll help you add the value your #1 clients look for in an agent.
With real-time activity management, your staff will be able to provide instant service to insureds by maintaining an up-to-the second record of all transactions. Drag-and-drop functionality allows easy storage of photos and documents.
Connect to pipeline from your internet-connected tablet or laptop and let the good times roll!
No. Pipeline is not for everyone. In order to build the best-possible product we had to make some difficult decisions along the way. We cannot cater to the needs of every agency. Our product does have a broad audience and will appeal to most growing agencies.
Your data is portable. You can download the data at any time or request a CD/DVD be mailed to you. No lock-in or contractual obligation to continue to use it.
We recommend starting out with the starter package. If you love it you will enjoy the platinum package. If you outgrow the platinum package you can graduate into the unlimited package.
Home office has a system, but you're not a cookie cutter agency. Pipeline may fill the gaps. It can be used in conjunction with your existing systems and augment your level of customer service.
Pipeline bridges the gap to provide your staff with a unified headquarters for all of your client data. Whether you're the agent of the carrier, or a broker for your client, the experience is unified and organized to make doing business much easier.
Clients can receive the same level of service at any of your locations. Your associates can also access the system anywhere they have internet access.
We're data-addicts ourselves. Drop us a line to talk about what you have in mind. We'll gladly work with you to feed your need to analyze the data.