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Dashboard for Health Plan Brokers
Control panel showing total open trades, sales quantity, success rate, sales value and average trading time.

Registration of Health Products and Plans
Record products (health insurance options) marketed by brokers

Negotiation and Sales Control
Area to record all negotiations with the customer relationship involved, broker, securities and also to follow the step of the sales funnel and next steps.

List of Upcoming Contacts
Automatic listing showing all broker negotiations in progress and requiring next steps

Ready-to-print Proposal Template
Select the client and the details to have a simple and objective proposal ready automatically

Report on Negotiations and Success
Brokerage follow-up report and success rate of health insurance sales by brokers

Sales Funnel
General sales funnel control and monthly view of the success rate of the negotiation steps customers spend in contacting brokers

Specific Reports
Sales statements broken down by brokers or products (plans)

Monthly Dashboard
Choose a month and see the key indicators and graphs related to the period in question.

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  • 100% Editable File
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  • Works on MAC and PC
  • All Excel Versions
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  • Over 30.000 satisfied customers