Accelarate your Salesforce implementation with Port & Starboard’s proven accelerator for insurance agencies.
Generate tailored proposals using client-specific data.
Show only eligible products based on intake form responses.
Seamlessly manage opportunities with stage-by-stage guidance.
Track sales pipelines, renewals, and policy metrics in real time.
Analyze win rates and optimize offerings with detailed reporting.
Deliver branded, ready-to-send proposals and policy docs.
Streamlined form captures client details effortlessly.
Assign leads to agents instantly based on allocation rules.
