Agent InSite for Pc

1. Whether managing a hectic schedule of events, assisting an agent in closing a sale, or even simply tracking compliance, Agent InSite provides the tools needed to succeed in field sales environment.

2. Agent InSite’s comprehensive field sales event calendar will allow agents to know what events are on the horizon and inform customers when and where they can see you next.

3. Agent InSite allows health insurance agents to seamlessly manage their many sales needs.

4. Agent InSite allows you to track and record sales activity through brief, optional surveys at the end of each event.

5. Agent InSite supports a fully customizable kit of sales tools, ranging from pictures and videos to important forms and websites.

6. All of these tools are designed with the customer journey in mind allowing simple, seamless access to exactly what the agent needs.

7. A busy agent is the one who makes sales.

8. Grab customers’ attention through streaming media or bring the sale to a close using detailed sales aids.

9. However, a busy agent can also be the one who loses sight of his or her upcoming events.

10. Through a simple check-in and check-out process, agents and their companies can confirm that they not only attended the event, but that they stayed until the end.

11. Agents and their companies are protected from audit knowing that their event check-ins by geographic location are logged.

12. Liked Agent InSite? here are 5 Medical apps like BAT Agent; GoodRx: Prescription Saver; Teladoc | Telehealth & Therapy; Leafly: Find Weed Near You;