Systems and Methods for Sales Tracking, Accountability, and Reporting

摘要

A system for tracking and managing sales performance of producers within an insurance agency. The system includes a database housing sales information for the agency, a sales management server interfacing with the database, a display device connected to the sales management server, a user interface module running on the sales management server and being configured to receive input from a user and to display content from the database on the display device, and an interactive sales pipeline module forming part of the user interface module. The interactive sale pipeline module is configured to receive input from a user and store the information in the database and to display a grid of sales process information including information regarding an initial appointment stage, a marketing submission stage, and a proposal delivery stage.