Sales Portal (formerly a MarshBerry product) is an innovative, web-based tool that automates all three aspects of sales management for insurance agents and brokers. The Sales Portal gives users the ability to track lead activity, pipeline and on-going client service plans. Sales Portal combines Lead Management, Pipeline Management, and Service Timeline & Stewardship Reporting in one, easy to use technology.
Lead Management
- Account Importing Capability
- Searchable Data Fields
- Campaign Management
- Pre-Appointment Activity Tracking
- Outlook Integration
Pipeline Management
- Appointment Tracking
- Carrier Integration Tracking
- Inter-Agency Referral Tracking
- Commission Sharing
- Closed Business Reports
- Forecasting Data
Service Timeline
- Customized, Branded Stewardship Documents
- Activity Tracking & Reminders
- Service Compliance Scoring & Accountability
