Producer Pipeline Management
For more information, browse our additional Sales Portal - Pipeline content.
Does your agency have the capability to monitor individual producer new business activity to help
them stay on track to achieve production goals, as well as pinpoint exactly where a breakdown is
occurring within the sales cycle when their performance is below expectations? We are excited to
offer to our clients the Pipeline feature of the MarshBerry Sales Portal.
The Pipeline feature is an on-line producer pipeline tracking system. The Pipeline is an
excellent system to track producer activity throughout the sales cycle and gauge performance.
The tool also provides a simple way to enter carrier information on all producer new business
activity. The carrier interaction portion of the pipeline gives users the ability to load in
carrier specific submission dates, responses, and results (quotes, declined to quote, market blocked).
We believe this tool can be key to your survival in this unprecedented market. The most pressing
challenge facing insurance distributors today is creating a new business production machine to
drive organic growth.
Learn more about the Pipeline feature by visiting https://salesportal.marshberry.com
For more information or assistance with this service, please Contact Us.