Agent InSite allows health insurance agents to seamlessly manage their many sales needs. Whether managing a hectic schedule of events, assisting an agent in closing a sale, or even simply tracking compliance, Agent InSite provides the tools needed to succeed in field sales environment.
Grab customers attention through streaming media or bring the sale to a close using detailed sales aids. Agent InSite supports a fully customizable kit of sales tools, ranging from pictures and videos to important forms and websites. All of these tools are designed with the customer journey in mind allowing simple, seamless access to exactly what the agent needs.
TRACK YOUR EVENTS
A busy agent is the one who makes sales. However, a busy agent can also be the one who loses sight of his or her upcoming events. Agent InSite s comprehensive field sales event calendar will allow agents to know what events are on the horizon and inform customers when and where they can see you next.
Sometimes, life gets too hectic, and you need someone (or something) to take care of it for you. Get reminders about upcoming events and which devices need to be charged. Have someone check traffic for you to not only let you know which way is the best route, but also when you need to hit the road. Agent InSite provides the tools needed to help you stay a step ahead of the competition
EVENT ATTENDANCE CONFIRMATION
Agents and their companies are protected from audit knowing that their event check-ins by geographic location are logged. Through a simple check-in and check-out process, agents and their companies can confirm that they not only attended the event, but that they stayed until the end. This tool is invaluable for program management and oversight.
Agent InSite allows you to track and record sales activity through brief, optional surveys at the end of each event. Compile your results to see emerging trends and optimize your sales strategy.
Disclaimer: Continued use of GPS running in the background can dramatically decrease battery life.
Requires iOS 6.0.0 or later. Compatible with iPad.
Agent InSite is a free software application from the Health & Nutrition subcategory, part of the Home & Hobby category.
The app is currently available in English and it was last updated on 2015-09-21. The program can be installed on iOS.
Agent InSite (version 2.3.1) has a file size of 21.08 MB and is available for download from our website.
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