AgencyIntelligence allows you to save time by utilizing an auto-dialer when contacting potential leads and active clients.
No need to waste time and lower productivity by manually dialing your leads and clients. With the ability to auto-dial through any softphone, AgencyIntelligence will save the agent precious time with potential clients.
AgencyIntelligence integrates with a predictive dialer ensuring that the lead status is standardized with the CRM. Up to date call data can be used to better the relationship between the agent and the client.
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AgencyIntelligence gives you complete control of your agency. Easily create hierarchies and manage user access.
Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system.
Process commissions with ease. AgencyIntelligence can handle both manual and automatic processing, and is totally customizable.
AgencyIntelligence generates multiple reports containing production data, policy summaries, call performance and commission tracking. AgencyIntelligence provides this data almost instantaneously.
We recognize the insurance industry requires a unique set of functionality when it comes to lead management. AgencyIntelligence uses ForcedLead technology to support your agency with up to date contact opportunities.