Succeed Sales Suite
Developed from Succeed's highly successful Risk Management Center, the Succeed Sales Suite™ is a web-based platform designed and priced for any size insurance agent who wants to grow.
The New Standard For Agency Growth
The Succeed Sales Suite gives you tools that will have you standing above your competitors. You will have access to your own:
- "Open" and customizable bilingual safety library with nearly 1,500 documents made up of policies and procedures, training shorts, posters, quizzes and checklists that you can share with your clients and prospects. This will assist you in becoming the solution provider your clients are looking for.
- Award winning HR & benefits library with over 10,000 resources covering HR and benefit issues for all 50 states to assist your clients with their human resource and benefits challenges.
- "My Tools," A space to store and organize your own customized risk management and sales library.
- An automated prospecting tool that lets you send branded Toolbox Talks filled with tips and information on safety-related issues to all your prospects and clients. The weekly e-mails will ensure you "stay in front" of your clients and prospects, with visible value-added service without having to commit an inordinate amount of time managing an extra program. You can literally "set it and forget it."
- A prospecting tool that we pre-load with 50 industry specific and area specific leads based upon industry sector and zip code. Additional contacts are available at $1/each in blocks of 100.
- Free monthly training webinars designed to help you use the resources in the Succeed Sales Suite to win new business and increase revenues.
Your Own Branded Risk Management Center
With your subscription to the Succeed Sales Suite, you will also have the option to register clients for access to your own branded Risk Management Center. Your clients can have access to a multitude of risk management resources and productivity tools available in Succeed's Risk Management Center.
Annual access to the complete Succeed Sales Suite is only $100/month per license.
Now is the time to add accounts so as the economy turns and revenue and payrolls increase, your commissions will increase with them.
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