Cogitate Sales Performance Management

Cogitate Sales Performance Management is a digital information reporting application that enables MGAs, wholesalers and carriers to monitor the sales performance of channel partners and sales representatives. It provides instant access to crucial business reports with the click of a button. This solution is extremely valuable for management and sales executives to efficiently oversee their agent network to increase revenue.

It provides key business information in an easy to understand format in dashboard and various reports.

The Executive Dashboard is designed for senior leaders as this module provides business performance results while on the go. Comprehensive reports of an agency like top LoB by carriers, revenue, agency scorecard for performance monitoring and more, can also accessed easily. Additionally, it also improves productivity by offering real-time visibility of the sales representatives’ field visits and the agency performance.

Drive Growth with Cogitate SalesPerformance Management

Track sales performance of agencies, and

underwriters and producers

Access key financial performance from your

mobile device anywhere, anytime

Multiple dashboards with easy to understand

visual formats, provide real-time data to

support informed decision making

Senior leaders can easily monitor sales

performance on the go using mobile devices

Customizable tool designed for MGAs &

Wholesale Brokers, Carriers and Program

Managers

sales@cogitate.us www.cogitate.us+1-770-644-0685

Ready mobile access to key financialperformance results Year-over-year comparison by Territory,

Line of Business, Teams and Individual PerformanceBuilt-in and configurable reports for

the carriers, MGAs and wholesalersSeamless integration with CRM and Data Processing system

Access to agency information onthe go, including to agency scorecards

Features

Agency visits scheduler with easy Expense Tracking

Review sales and underwriterrevenue production performance

Visual map of sales and underwriters marketing visits with associated revenue

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“Cogitate Sales Performance Management has so many features and the benefits. I have incrediblyfast access and insight about our corporate salesand revenue performance. I can see results anytimeand quickly see where we stand and how ouragents, producers and underwriters are performingrelative to our plans.”

Elena Leming, Vice President of Sales,Insurance House

CUSTOMER SPEAK

sales@cogitate.us www.cogitate.us+1-770-644-0685