About Vertafore Pipeline Manager

Vertafore Pipeline Manager is a vertical-specific sales force automation (SFA) application from Vertafore tailored to the needs of the insurance industry. This solution allows insurance professionals to manage leads and opportunities, including "x-date prospects" who are few days or months from their next insurance renewal and therefore most open to receiving a price quote from another agency. This helps producers focus on selling and cross-selling, while giving managers insight into the sales pipeline with sales reports and dashboards. It also allows users a range of options to import contact data. Producer Advantage, Vertafore’s native mobile app for iOS and Android, also allows sales reps to view, edit and add prospects, opportunities and notes while in the field.
Vertafore Pipeline Manager Software - Dashboard
Vertafore Pipeline Manager Software - Search
Vertafore Pipeline Manager Software - Contact
Vertafore Pipeline Manager Software - Custom fields
Vertafore Pipeline Manager Software - Opportunity
Vertafore Pipeline Manager Software - Prospect
Vertafore Pipeline Manager Software - Dashboard - thumbnail
Vertafore Pipeline Manager Software - Search - thumbnail
Vertafore Pipeline Manager Software - Contact - thumbnail
Vertafore Pipeline Manager Software - Custom fields - thumbnail
Vertafore Pipeline Manager Software - Opportunity - thumbnail
Vertafore Pipeline Manager Software - Prospect - thumbnail

Vertafore Pipeline Manager pricing

Vertafore Pipeline Manager does not have a free version.

Free Version:
No
Free trial:
N/A

Vertafore Pipeline Manager Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
3
1 review View all reviews
Travi Y.
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
3

4
Reviewed on 9/11/2017

Good Product

Pros

Works like it should and does everything you need it to do pretty easily. I would recommend this to another agent

Cons

Sometimes it is slow and also customer support can be hard to contact or slow to have a response if you need help.

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