Sales Call Centre

Evolve Insure – Sales Call Centre


The Sales Call Centre module is used for managing leads as well and inbound and outbound sales. The sales process is wizard driven with scripting integrated through the system to guide the sales consultant.


Multiple quotes across multiple products can be generated for the client providing opportunities to upsell and cross sell the client. Once the client has agreed to a product the sales consultant will be guided through an efficient process to capture the additional client and policy information required to activate the policy.

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