smart-management

Smart 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 and increase revenue.

Sales Reporting for Insurance

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.

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Mobile Ready

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.

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“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.”
Elena Leming
VP of Personal Lines
Insurance House

Real-time Business Insights

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.

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Executive Dashboard
Provides a quick summary of important sales information, including:
  • On-demand access to key sales reports
  • Information drill-down capability
  • Year-over-year performance comparisons by territory, line of business and more
Agency Management
Monitors agency performance and enables better coordination with channel partners to achieve increased sales.
  • Access to comprehensive agency reports like top LOB by carriers, revenue and more
  • Agency scorecard for performance monitoring
  • Ability to schedule agency visits
  • Ability to manage agency contact details
Distribution Management
Improves productivity by offering real-time visibility of sales representatives’ field visits and agency performance.
  • Graph of ‘visits relative to revenue produced’ by sales representatives
  • Map of ‘visits relative to revenue produced’ by sales representatives
  • Agency visits and performance reports
user-dashboard
Executive Dashboard
Provides a quick summary of important sales information, including:
  • On-demand access to key sales reports
  • Information drill-down capability
  • Year-over-year performance comparisons by territory, line of business and more
agency-management
Agency Management
Monitors agency performance and enables better coordination with channel partners to achieve increased sales.
  • Access to comprehensive agency reports like top LOB by carriers, revenue and more
  • Agency scorecard for performance monitoring
  • Ability to schedule agency visits
  • Ability to manage agency contact details
distribution-management
Distribution Management
Improves productivity by offering real-time visibility of sales representatives’ field visits and agency performance.
  • Graph of ‘visits relative to revenue produced’ by sales representatives
  • Map of ‘visits relative to revenue produced’ by sales representatives
  • Agency visits and performance reports

Efficiency at Its Best

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.

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Analytics of Visits and KPIs

Access to key performance indicators and configurable reports, including field visits by sales representatives and underwriters.

  • Filters to segregate information by categories, including regions, sales representatives and agencies
  • Agency visitation reports with various filters and detailed information from each visit, including total visits, call reports, and more
  • Submission-to-quote and quote-to-bind comparisons with date range selection capability
  • Automatic report generation for selected agencies, including key performance indicator results

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Marketing Library

Repository of all marketing assets such as brochures and videos to share with agencies.

  • On-demand access to the repository for the sales representatives, relationship managers and underwriters
  • Ability to view, download and email documents directly from the application
  • Integration with the client’s CRM tool and data repository to retrieve any marketing asset directly
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Branch Directory

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.

  • Branch information like address, contact details, lines of business, navigation
  • Employee information like name, designation, contact number, expertise
  • Ability to search contacts by branch, name and line of business
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Interested in learning more about our
Sales Performance Management?