ASM is a web-based largely self contained tool to help you manage employee sales activity and accountability. In addition the system will also provide your agency with ready-to-deploy sales and marketing programs where much of the work is done for you, not by you.

The Agency Sales Manager is an easy to implement, cost effective way to increase agency profitability and growth.

How does the Agency Sales Manager work?

• It is a web-based product that also has a Microsoft Outlook client (runs inside Outlook), the primary Windows desktop tool used in the Insurance Industry
• It is the only “real” sales management tool on the market today
• It is not another Agency management system or CRM program, although it does provide many of these functions and more.
• ASM will help you define agency sales goals and then provide ready-to-deploy sales and marketing strategies such as;
  • Cross-line Selling / Policy Review
  • Service Call Policy Review (Inbound)
  • Internet Sales
  • Targeted Marketing
  • Agency Branding (next release)
  • Client Retention (next release)
• ASM will break your agency sales goals down to the individual participant level
• Most importantly, ASM will provide you with an effective tool to hold your staff accountable for sales activity and results.