SalesDrive automatically generates leads based on specific campaign criteria or important upcoming policy events. This ensures you always have complete visibility into the clients that are most likely to buy now.
Ensure compliance and increase client retention by highlighting opportunities and making it easier for advisors to engage with clients more regularly.
Advisors have a lot to juggle daily. With SalesDrive, wholesalers have the tools and insights to help advisors focus on activities that will produce the best results now and long term.
Less time searching, more time selling. SalesDrive greatly reduces an advisor's administration burden by automatically generating leads based on selected 'campaign' criteria. Leads can be sent by email for swift action.
SalesDrive has the ability to assess the current value of your book of business. Not only are you able to see your value today, but you can also easily project future revenue.