Agent InSite

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

ENGAGE CUSTOMERS

Grab customers’ attention through streaming media or bring the sale to a close using detailed sales aids. Agent InSite supports a fully customizable kit of sales tools, ranging from pictures and videos to important forms and websites. All of these tools are designed with the customer journey in mind allowing simple, seamless access to exactly what the agent needs.

TRACK YOUR EVENTS

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

PERSONAL ASSISTANT

Sometimes, life gets too hectic, and you need someone (or something) to take care of it for you. Get reminders about upcoming events and which devices need to be charged. Have someone check traffic for you to not only let you know which way is the best route, but also when you need to hit the road. Agent InSite provides the tools needed to help you stay a step ahead of the competition
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EVENT ATTENDANCE CONFIRMATION

Agents and their companies are protected from audit knowing that their event check-ins by geographic location are logged. 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. This tool is invaluable for program management and oversight.

MEASURE RESULTS

Agent InSite allows you to track and record sales activity through brief, optional surveys at the end of each event. Compile your results to see emerging trends and optimize your sales strategy.


Disclaimer: Continued use of GPS running in the background can dramatically decrease battery life.