Switchboard® Funnel 1.2

Switchboard Funnel serves as a comprehensive sales enablement platform tailored for life insurance agents. Its user-friendly, integrated interface consolidates various critical components of an agent's workflow into a singular, cohesive platform.

Key Features:

• In-app lead nurturing recommendations
• Appointment scheduling capabilities
• Sales engagement funnels and automation tools
• Product recommendations along with a quoting tool
• Detailed activity and production reports
• Customized website creation
• Access to pre-built marketing campaigns
• And additional functionalities

Overall, Switchboard Funnel aims to streamline the management and growth of life insurance businesses, enhancing both efficiency and effectiveness in operations.