Discover how other Insurance Companies are using Pipeliner CRM’s superior contact management and visual people mapping tools to build long term customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationships.

Insurance Industry

Managing Sales Made Easy!

Instantly, Dynamically, Visiually

  • review your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.

  • forecast sales

  • manage revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. risk

  • collaborate with your sales team

Optimize How Your Salespeople Sell

  • uniform and predictable

  • right target buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service.(s)

  • focusing on the right leads

Access to Real-Time DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.

  • analyse win/loss rates

  • review sales person/team/territory performance

  • set key sales metricsMetrics Metrics  are quantities that are measured and used to: & goals

  • leading & lagging indicators

Selling Made Easy!

Easy-to-use, Easy-to-learn Visual Sales Tool

  • intelligently cuts through the noise

  • focuses on high value activities

  • everything in one place (no need for multiple tools)

Easy to Follow Visual Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.

  • clear pathway through the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers.

  • guidance on correct actions & activities

Easy to Identify, Profile & Chart

  • buyers and their roles in a sales process

  • key contacts in an organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). for accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. management

Easy to Access

  • desktop

  • mobile

Easy to Use With Current Email System

  • MS Outlook

  • Gmail

Easy to Grab Data Off the Web

  • Web Clipper

  • Google Forms

“We are helping companies across the Insurance industry and the globe leverage Pipeliner CRM’s unique visual and easy-to-use system to more effectively manage their relationships with customers and prospects. Being able to quickly assemble complete pictures of customers and prospects, insurance salespeople can then focus on building the trust and value needed for long term customer relationships. As someone who was a longtime salesperson in the insurance industry I can quickly show you how Pipeliner CRM can specifically help you”

Joe Pacheco
Global Sales

To explore all the features in detail of Pipeliner CRM click here