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 and increase revenue.
Cogitate Sales Performance Management has multiple built-in reports specific to the needs of MGAs, wholesalers and carriers. It provides real-time access to an organization’s sales performance, including its sales team and channel partners. Regional sales reports, yearly and monthly performance reports with multiple comparison views, lines of business reports, carrier reports and more are available for performance analysis.
For the convenience of time-constrained management executives and field sales representatives, Cogitate Sales Performance Management is available for both web (portal) and mobile (app) platforms. This solution helps to monitor sales performance and is available on all iOS and Android devices including iPads, tablets and smartphones.
Cogitate Sales Performance Management provides real-time business insights with easy tracking of key performance indicators. The solution provides a powerful dashboard and comprehensive reports like monthly and annual revenue comparisons, revenue by carrier and by line of business, and more. This reporting solution facilitates informed and timely decisions to help sales leaders take appropriate corrective measures.
Cogitate Sales Performance Management helps to improve the efficiency of sales processes by monitoring and managing the performance of agents. It also provides fast access to marketing assets for underwriters and sales representatives, which can be directly shared with channel partners.
Access to key performance indicators and configurable reports, including field visits by sales representatives and underwriters.
Repository of all marketing assets such as brochures and videos to share with agencies.
A register of the employees of every branch, including contact information and expertise. This solution is very helpful for MGAs, wholesalers and carriers with a presence in multiple states.
