Prospecting/Proposal Generation

Manage Your Pipeline Efficiently

In what is typically one of the first steps for many, GeoWealth gives individuals and firms alike the ability to manage a book of prospects and effectively communicate a proposed course of action with a customized proposal tailored with a unique client in mind. Building off of the foundation GeoWealth’s CRM provides, client prospecting and proposal generation becomes second nature to you and your firm.



CRM overlay allows for efficient management of a prospects pipeline


Proposal is comprised of multiple components that can be added or subtracted a la carte during the document generation


Intuitive proposal gives agents the ability to compare and contrast proposed insurance strategies