Optymyze Apps Gallery

Account and Contact Management Manage accounts, contacts associated with accounts and tracking activities related to accounts

Activity Management Manage activities relating to leads, contacts, accounts and opportunities

Appointment Management Manage specific insurance products that producers are appointed to sell

Average Purchase Value Track key performance indicators over rolling periods to identify trends

Contract Management Enable insurance carriers to maintain a database of contracts and other relevant documents with approval workflow for changes

Lead Management End-to-end lead management process beginning with initial lead contact through to lead qualification

License Management Verify insurance producers' license information and associated lines of authorities

Opportunity Management End-to-end opportunity management process from the point opportunities are identified through to their closure

Producer Management Manage distributors (e.g., agencies, brokerages, banks) and producers (e.g., agents, brokers) alignment with insurance carriers and enable them to update their information

Sales Change (Period Over Period) Determine change in individual's sales over time and highlight what contributes to the change

Sales Comparison (Geography Average Benchmark) Compare individual's sales to their geography average and highlight what contributes to the difference

Sales Comparison (Position Average Benchmark) Compare individual's sales to their position average and highlight what contributes to the difference

Sales Recommendation Highlight which products have the most selling potential for a salesperson

Sales Recommendation by Account Type Highlight which product and account combinations have the most sales potential for a salesperson

Sales Recommendation by Cluster Highlight which products have the most sales potential, based on the sales of similar peers

YTD Payments Visualize year-to-date payment trends against historical data to gauge relative performance

YTD Sales Visualize year-to-date sales trends against quota and historical data to gauge relative performance

YTD Sales Rank Visualize year-to-date sales rank trends against historical data to gauge relative performance