Powerful, Modern, Scalable
Insurance Distribution Management Platform
Your distribution strategy is key to growing your business. Providing a single, scalable platform delivering speed, improved information management and modern technology to your agents and brokers is vital for both business growth and improving operating efficiencies. Digitalizing distribution channels ensures a more rapid expansion of your distribution network, greater speed to market and an efficient multi-channel strategy. Cogitate Distribution Management platform comprises three different modules – Digital Agency Appointment for growing an agent network, Producer Portal for agent self-service and Sales Performance solution for monitoring the sales performance of corporate and agency networks.
- Year-over-year performance comparison by territories, lines of business, and more
- Comprehensive agency performance reports with an Agency Scorecard
- Important financial reports like revenue, quote-to-bind and more
“Cogitate Sales Performance Management has so many features and the benefits.
I have incredibly fast access and insight about our corporate sales and revenue performance. I can see results anytime and quickly see where we stand and how our agents, producers and underwriters are performing relative to our plans.”