12/12/2002
1
XYZ Insurance
Sales Manager
Sales Manager
Appt.
Set
Appt. Ok’ed by Campaign
Manager
–Quality Assurance
–Quality Assurance
Appointment Set by Our
Representative
1
3
Producer
4
Immediately
after an appointment
is Ok’ed by the Campaign Manager:
is Ok’ed by the Campaign Manager:
•Emails
& wireless alerts are sent to the Insurance companies managers
•Prospect
information is available in the sales managers portal
Appt.
Ok’ed
Ok’ed
2
Producer
Sales Manager assigns a
producer
The sales manager can
easily track the progress / results of
producers
Producers will
automatically receive assignment notifications and
can track the sales process all the way through the close
Using our portal –the information is
pushed through to the appropriate parties immediately, so we all can
continuously work together.
© Robert
Levin Symbine.com
