Maximizer Sales Platform For Insurance Agencies

Deliver an exceptional experience across every client interaction and maximize your margins with Maximizer’s sales platform for insurance brokers. Get the tools to execute high-impact campaigns, boost client acquisition, track contacts, policy renewals, account info and more with a sales platform tailored for insurance agencies that helps your brokers stay compliant, and works like they do.

Request a free trial and upgrade your client experience today!

Use Maximizer Sales Tools to Successfully Manage Your Contacts & Boost Productivity

Contact management is an integral part of any organization, and doing it well helps you form strong relationships with people and businesses alike. Proper contact management within a CRM can assist your company in the following ways:

  • It keeps your sales and customer service teams aligned by keeping track of ongoing conversations that are latched to the history of each contact in your database.
  • It builds and maintains company reputation by allowing you to respond to customer complaints in a timely manner, drawing a positive brand image.
  • It keeps your contact records updated and widely shared across the organization.

The Maximizer Advantage for Insurance Brokers

Streamline your insurance agency. Empower agents with fast access to client history, preferences, key relationships, profitability and support records — all in one place. Leverage built-in workflows for individual and group policies, plus action plans and dashboards that can be customized even more. Contacts are organized into households. Quickly find policy-holders and their beneficiaries, plus new cross-sell and up-sell opportunities. Check colleague calendars, schedule appointments and confirm meeting attendance on the fly. Re-assign tasks to another date or user.

Improve Sales Workflow

Access a clear view of your extended value chain and revenues, and identify new opportunities. Increase your cross-sell and up-sell.

Pipeline Management

Pipeline Management

Shorten the sales cycle with proactive management of your entire sales pipeline. Drive consistency and transparency. Personalize each pipeline stage in moments, and review your entire pipeline process at a glance.

Sales Forecasting

Sales Forecasting

Organize accurate forecasts of your pipeline revenues. Perform weighted and unweighted forecasts. Anticipate revenues based on team, territory, channel or rep, and match production with demand.

Partner Management

Partner Management

Grow your sales network with Maximizer’s partner portal. Assign opportunities and leads or have partners contribute their own. Track performance with reliable multi-channel sales forecasts.

Lead Management

Lead Management

Ensure no sales opportunity goes to waste with automated lead management. Track the status and source of every lead — and route leads by specific territory or rep while the prospect is still warm.

Stay Compliant

Equip your compliance officer with the tools to drive consistency and transparency across your team. Track every client conversation, Keep your logs tidy by purging them by date or date range — and export old logs to Excel for compact storage. Create unlimited security roles and assign them to as many new users as you want.

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