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CRM for Distributors

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Most CRM systems are complicated.  There is often a heavy learning curve, and it’s just one more program that needs to be dealt with on a daily basis. Distributors, meet iPipeline’s CRM. An insurance-specific CRM built on a widely-used enterprise platform, Microsoft Dynamics, equipped to manage and maintain contacts, activities, and opportunities from anywhere.

Features

  • Links directly with Agency Integrator to ensure real-time updates from Carriers and Agents
  • CRM is interoperable with Outlook, IE, Firefox and all mobile apps
  • Dashboard reporting to creates relevant campaigns with accurate segmentation

Benefits

  • Utilize lead tracking functionality to recruit new agents, profile new prospects, and retain existing agents
  • View current agent activity and history
  • Monitor the pipeline of your sales organization

Related Software

Several of iPipeline's tools work seamlessly within CRM for Distributors. For more details on our most popular product integrations, visit the following product pages:

Agency Integrator - Streamlined Workflows for Case Management

Forms - Aggregate, Distribute and Access Product Information

Illustrations - Fully Integrated Solution for Generating Insurance Illustrations

iGO® - An Intelligent Fillable Form and Data Gathering Solution