Vertafore Producer Advantage


4.0 ( 420 ratings )
Zakelijk Productiviteit
Developer: Vertafore Inc.
Gratis

** To use this app, you must be a licensed Pipeline Manager user. **
** This app is designed for use with Vertafore Single Sign-On (VSSO). If you do not use VSSO to sign in to Pipeline Manager, please use Producer Advantage STS version. **

For thriving agencies Vertafore Producer Advantage is the trusted mobile tool that empowers agency producers with a comprehensive solution for managing most of their daily sales and client servicing requirements from a single mobile application. Designed specifically for insurance producers, Vertafore Producer Advantage is the trusted mobile tool that empowers agents to manage daily sales and client service from a single mobile application. Part of the Vertafore Agency Platform, it works with Pipeline Manager, AMS360 and ReferenceConnect, helping producers capture new leads, maintain prospect and opportunity information, track sales and manage daily sales activities. It also provides seamless access to client policy and claims information as well as important insurance reference materials so producers can service, sell, and advise their clients from anywhere in the world.

NOTE: For access to reference materials, you must be licensed with ReferenceConnect. For access to policy and claims information you must be a licensed user of AMS360 Online. Contact Vertafore for additional details on any of these products and licensing information**