Sales & Marketing
Partner XLPartner XL – Sales and 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.
- Integrated insurance CRM
- Sales Dashboards
- Pipeline Management
- Prospect and Submission Tracking
- Schedule Automatic Drip Campaigns
- Market to New Prospects
- Cross-sell within existing client base
- Template library of campaigns available
- Text with customers from within system
- Automatically attach images & conversations
- Eliminate the inefficiency of using your personal phone and cumbersome workarounds
- Generate professional proposals in minutes, not hours
- Branded for your agency
- Policy and Submission info is flooded from Partner to pre-designed templates