Sales & Marketing
Purpose-built sales and marketing tools which help you grow your business and retain clients
Partner XL’s easy to use sales and marketing tools work within your agency management system to give you the capabilities you need without having to turn to yet another system.
Partner XL Includes
Sales
- Integrated CRM for tracking prospects, submissions, and sales pipeline
- Create and track Prospects and Sales Pipeline
- Create and track Submissions
- Manage your activities and follow up
- Attach documents
- Create applications
- Easy conversion to client when the business is written
- Sales Analytics, Reporting & Dashboards
- Proposal Creator – Flood client and policy information to an editable Microsoft Word proposal for new business proposal or account review
Marketing
- Create an automated drip campaign, send mass emails, send mass texts
- No need to import/export to a third-party system
- No limit to how many clients or prospects you can send to
- No limit to the number of campaigns you can run
- Use multiple communication channels (Email, Text Messages, Push Notifications, Letters, Notes, To-Do Lists)
- Includes a Content Library with email templates, brandable content, and sample campaigns
- Includes Text Messaging — Send and receive text messages with clients from within the system
- No need to use your personal cell phone
- Easily document your conversation and save a permanent note
- Save images with one click