101 - Sales Center for CSRs and Producers
This folder contains all of the articles that will help CSRs and Producers on how to use the Sales Center to handle day to day tasks.
Sales Center is a powerful tool to help agencies grow their business by streamlining the sales pipeline. It provides a way to track and manage sales tasks, ...
Thu, 18 Sep, 2025 at 5:35 PM
Submission Center is designed to help track and organize submissions for commercial applicants to Carriers where automation does not exist or is limited. Th...
Thu, 25 Jan, 2024 at 4:58 PM
With this release we are excited to announce the rebranding of Sales Center - Prospecting to Sales Center - Leads! We are renaming the Prospecting feat...
Thu, 10 Apr, 2025 at 5:45 PM
We’re excited to announce that with this release, we have added a "My Goals" feature in Sales Center. "My Goals" enables you to view Per...
Wed, 10 Sep, 2025 at 2:06 PM
We’re excited to announce that with this release, you are now able to celebrate wins in real time with a new in-app notification feature! When a Sales Cente...
Sat, 25 Oct, 2025 at 1:16 AM
We recognize that each agency has its own distinctive and effective sales process, and the lack of flexibility to align your pipeline with those workflows i...
Tue, 20 Jan, 2026 at 12:44 PM