CRM for Distributors - A Microsoft-Integrated CRM Built for Insurance

Available from iPipeline

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.

• 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

• 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

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