Achieve greater visibility into your sales pipeline by leveraging btcore and Salesforce’s out-of-the-box reporting and dashboard capabilities for agency principals, producers, account managers, and service professionals. Every account, opportunity, policy, renewal, claim, task, case, bill, commission, payable, and so much more is tracked through dashboards that inform your agency about the health and status of client relationships and overall agency performance.
Good news fast, bad news faster. Have the lead and lag metrics at your fingertips to discuss win/loss rates by carrier, producer pipeline efforts, and service transactions with key accounts. It all starts with providing your team with the tools to run the entire agency on a single cloud platform.