Organized Pipeline Management with AgentFront CRM

From First Contact to Final Signature—Stay in Control at Every Stage

AgentFront’s Pipeline Management system gives insurance professionals a structured, visual way to manage every stage of the sales journey. From initial outreach to policy issuance, your team stays organized, responsive, and focused on results.

Sales Force Activity Folders:

• Custom Pre-Sales Folders: Organize leads by campaign, source, or status.
• Automated Follow-Ups: Trigger reminders and actions based on lead behavior.
• Task Scheduling: Plan calls, emails, and meetings with built-in calendar tools.
• Engagement Tracking: Monitor interactions and readiness to convert.

Pipeline Folders

• Customizable Sales Stages: Tailor pipelines to your sales process (e.g., Proposal Sent, Underwriting, Final Review).
• Drag-and-Drop Interface: Move deals through stages with ease.
• Milestone Alerts: Stay on top of deadlines and client approvals.
• Conversion Analytics: Track win rates, bottlenecks, and agent performance.

Why It Matters

• Full Lifecycle Visibility: See every opportunity from lead to close.
• Boost Productivity: Automate repetitive tasks and focus on high-value actions.
• Improve Forecasting: Gain real-time insights into pipeline health and sales performance.

With AgentFront, your pipeline isn’t just organized—it’s optimized for growth.