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.

Features

1

CRM overlay allows for efficient management of a prospects pipeline

2

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

3

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