AMS for Training

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AMS (Activity Management System) is a powerful tool for insurance professional to manage all your sales and recruiting activities under one intuitive application. It will help you to be able to focus and prioritize on the right activities which ultimately increase efficiency and drive better results.

With AMS, you can sync your contacts, create activities/reminders, all within an industry proven sales process. Using AMS consistently and regularly will provide tremendous insights on each stages of your sales process for continuous improvement.

1. Prospect (open case) management and the funneling.

2. Know exactly how many open cases you currently have and at which stages they are in.

3. Ability to forecast more accurately.

4. Activity Scheduler.

5. Understand your team’s activities.

6. Insights on opportunities, area for improvements, and helicopter view of teams’s performance.