Vertafore SalesTrack Infographic


Vertafore SalesTrack Infographic
Vertafore Agency
Improve lead tracking and forecasting to increase efficiency,
revenues, and grow your book of business
Created specifically for independent insurance agents, Vertafore Agency SalesTrack integrates
with your agency’s management system to better manage leads and opportunities and better
service your accounts.
Sales Manager
Optimize your agency’s sales and marketing strategies
In the July 2015 Forrester Research report, “Quantify the Business Value of CRM,” typical
CRM marketing and sales automation benefits were calculated. Improvement ranges for
both are shown below:
Sales Benefits
Marketing Benefits
Increase campaign reach
Reduce marketing costs
30 - 50 20 - 30
15 25 20 30
Increase lead generation
Reduce campaign execution time
How can you improve your performance?
Get social
46% of workers attribute increased work productivity to social media
use in the office.1
Get rest
Maximum work efficiency is achieved with an average 6.5–7.5 hours
of sleep. 2
Get active
People who exercise during their workday enjoy an average productivity
increase of 23%. 3
Get automated
One insurance company achieved a 50% increase in annualized premiums after
implementing a sales management system. 4
Vertafore Agency SalesTrack can help your
agency retain existing business and close
new business. Want to learn more?
Contact Vertafore today at 800.444.4813.
Learn more
1. “Nearly Half of Information Workers Say that Using Social Tools Has Increased their Productivity,” Ipsos press release. June 7,
2013. Accessed November 10, 2015. Coulson, J.C. et al.
3. “Exercising at work and self-reported work performance.” International Journal of Workplace Health Management, 1:3 (2008): 176–197.
2. Kripke, Daniel, co-director of research, Scripps Clinic Sleep Center, quoted in Blue, Laura. “How Much Sleep Do You Really
Need?” Time. June 6, 2008. Accessed November 10, 2015.,8599,1812420,00.html
4. Microsoft Dynamics CRM results of customized solution.
© 2015 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here.
Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. VAM.IN.AST.1115
11724 NE 195th, Bothell, WA 98011 | P: 800.444.4813 | E: [email protected] |

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