Xdate Activity Oversight Tools for Agency Owners & Sales Managers

This video covers how Agency Owners and Sales Team Leaders using Insurance Xdate can view their team’s new business production in real-time. No set up required. Just supply the sales team and make sure they log their activity! In a couple clicks you can see exactly what they have going on whether it’s an account they’ve been working for 3 months or logged their first call 3 minutes ago.

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