SMART Solutions™ is an investment in your team, business, and future!
SALES PLAN
Transform your sales team into a powerhouse of high performance, results-driven, and top level revenue generators.
This plan is perfect for:
- Personal lines and/or Commercial lines sales teams
- New business, rewrite and remarket processes
- Brokerages without a marketing department
With SMART Solutions™, owners and managers receive full visibility into their sales team’s performance such as
missed opportunities, quoting and sales volume, hit ratios, and why leads chose not to bind coverage.
Sales teams will love having access to their personal progress indicators which allow for a shift in focus to strategies that improve their performance and drive achievement of set targets and company goals.
MARKETING PLAN
You rely on your marketing team to approach the right Insurers, for the right product, and for a price your sales team can confidentally offer to your customers.
You need to know your marketing team and Insurers are performing at the highest level.
This plan is perfect for:
- Creating a team of highly organized relationship builders
- Initiating conversations with Insurers to discuss their performance based on real-time report results
- Forecasting achievement of contract requirements
- Summarizing marketing results for the sales team
PREMIUM PLAN
Want to receive the benefits of the sales plan and the marketing plan? The premium plan combines both plans into the most powerful tool in the industry.
This plan is perfect for:
- Understanding the impact that sales and marketing have on the bottom line
- Creating efficient, productive, and results-driven teams that work together to achieve targets and goals
- Brokerages that invest in long term solutions that lead to success
A demo is the best way to see the benefits of the software and witness how brokerages start receiving return on their investment from day one.
Below is an outline of the tools which are included with each plan. Our plans are designed to ensure maximum efficiency, increased performance and productivity, delivery of operational insights, while also providing top level services that ensure your brokerage is destined for success.
Want to know which plan is perfect for you? What is the cost? By clicking on “Get an online quote” and answering a few questions, you will recommend the perfect plan and provide a customized quote based on your answers. It’s fast, easy, and free!
USERS
ROLES
USER FRIENDLY INTERFACE
DASHBOARDS
PROGRESS INDICATORS
SALES MODULE
MARKETING MODULE
INTEGRATED WORKFLOWS
AUTOMATIONS
ABEYANCES
MEETINGS
NOTES
ATTACHMENTS
AUTOMATED EMAILS
EMAIL FROM FILE
CHECKLIST
SALES REPORT
MARKETING REPORT
INSURER REPORT
MARKETING SUMMARY REPORT
WEBFORM
TRAINING
SUPPORT
ONBOARDING
RESOURCES
PAYMENT OPTIONS
SALES PLAN
Unlimited
Sales, Manager, Duo Dept, Designated Admin, Service
X
Commercial only
Personal lines only
X
Limited
X
X
PREMIUM PLAN
Unlimited
Marketer, Sales, Manager, Duo Dept, Designated Admin, Service
Commercial only
Personal lines only
Full
USER LICENCES
$75
PER USER
MONTHLY
Unlimited
All roles
Add/Delete anytime
Pro-rated - Mid-month activation
Renews on 1st of month
Automatic invoicing
Payable by credit card, e-transfer and automatic bank withdrawal
Same price for all plans
Password protected