SalesPortal

Boost your sales team’s productivity with a faster and smarter sales process - from quoting to customer management.

Faster quotes, more sales

Salesportal Screenshot 1

Faster quotes, more sales

With SalesPortal, your salespeople can quickly create quotes and close deals - no matter where they are. This means faster sales and more time for the next customer. It integrates directly with PolicyCORE and optimizes the workflow, making the sales process simple and efficient.

Effective customer management

Salesportal Screenshot 2

Effective customer management

SalesPortal makes it easy to create and maintain customer records and manage insurance policies. Deliver fast and accurate service while the system handles the important tasks for you.

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