ForceManager gives you a complete overview of the sales distribution pyramid when working with intermediaries (B2B2C, B2B2B or indirect). It takes into account segmentation, business plans, targets and key individuals – putting everything at your fingertips with its user-centric approach.

Managing brokers and agencies by performance

Managing brokers and
agencies by performance

Identify each broker’s performance and help your team to focus on those who most need training or skills development. Easily identify actionable items help your team plan and execute like never before.

ForceManager helps you improve relationships with brokers by making sure they have the proper portfolio coverage and offering them the support they need to enhance production numbers.

Real time coaching

Real time coaching

Have real time visibility of everyone’s numbers. ForceManager helps you gain visibility of all the interactions between your team and your network of brokers. Its powerful analytics can help you coach your team to be more efficient and aligned with your strategy.

Make your CRM work

Make your CRM work

ForceManager connects to almost any CRM or backend solution to help your field team to be more proactive. No more tedious connections to a VPN. No more need  to open a laptop to see the latest numbers or emails. Everything will always be at your fingertips.

Lightspeed Integration

Lightspeed Integration

From the first kickoff meeting to the custom user training, ForceManager deploys in an average of less than 6 weeks. It is the most effective activity management tool in the market (with higher user adoption rates and proven results in less than 2 months) for insurance companies.

ForceManager gives you a complete overview of sales teams when working with your agencies. Taking into account segmentation, lead type, targets and key individuals – ForceManager puts everything at your fingertips with a user-centric approach.

Managing brokers and agencies by performance

Managing agencies
and increasing network

Enjoy real time visibility of everyone’s numbers. ForceManager helps you gain visibility of all the interactions between your team and customers.

Its powerful analytics can help you coach your team to be more efficient and aligned with your strategy.
Get real time visibility of your network creation numbers and a clear pipeline.

Lead distribution

Lead distribution

ForceManager helps you distribute leads among your agencies using advanced AI technology. Finally, you can distribute leads to the right agent at the right time. Reward your best agents by providing them with higher quality leads. We call it the lead pistol system.

Make your CRM work

Make your CRM work

ForceManager connects to almost any CRM or backend solution to help your field team to be more proactive. No more tedious connections to a VPN. No more need  for a laptop to see the latest numbers or emails. Everything will always be at your fingertips.

Lightspeed Integration

Lightspeed Integration

From the first kickoff meeting to the custom user training, ForceManager deploys in an average of less than 6 weeks. It is the most effective activity management tool in the market (with higher user adoption rates and proven results in less than 2 months) for insurance companies.

AI - Personal sales assistant

Support your team through their sales journey with a state-of-the-art, AI-powered, personal sales assistant that moves one step ahead of your team's needs and helps them prepare for upcoming meetings in a matter of seconds.

insurance-casestudy

CASE STUDY

Mútuacat

Discover how Mútuacat has doubled the number of people it insures, increased the managed premium business by 14,4%, and increased its revenue by 26,9%.

Read More

Related resources

ForceManager presentation with Generali
at “Digital Insurance Agenda,” 2018 Amsterdam edition.

Watch the video

Is the Insurance Industry’s digital transition really as grueling as building a pyramid?

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