Insurance Sales Tracking

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CRM platform streamlining sales and service for insurance agencies.

Banking Technologyinsurancesalestracking.com

Overview

Insurance Sales Tracking is a CRM Banking Solution designed specifically for insurance agencies. It includes features such as sales tracking, policy management, quote generation, online payment acceptance, and secure document storage. The platform aims to assist insurance agencies in managing customer interactions and improving operational processes. Its target audience consists of insurance agencies looking to enhance customer service and support growth. The platform also offers analytics and lead generation tools to help users make data-driven decisions.

Key facts

Founded: 2020
Headquarters: Pomona, United States
Stage: Sign up to view
Industry: Financial Technology
Sector: Banking Technology

Business model

GTM channel: Sign up to view
8 products and services: Sign up to view

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About Insurance Sales Tracking

What does Insurance Sales Tracking do?

Insurance Sales Tracking is a CRM Banking Solution designed specifically for insurance agencies.

Where is Insurance Sales Tracking headquartered?

Insurance Sales Tracking is headquartered in Pomona, United States.

When was Insurance Sales Tracking founded?

Insurance Sales Tracking was founded in 2020.

Which sector is Insurance Sales Tracking in?

Insurance Sales Tracking operates in Banking Technology, part of Financial Technology.

Who are Insurance Sales Tracking's competitors?

Companies similar to Insurance Sales Tracking include Insurance Sales Tracking, DashlyPro, and Tele CRM.