Makes Sales Simpler.
LoTops makes it easy to create custom insurance products — that include both agency and individual agent commission rates that you set. Then simply add the products to the deals tab of your contact’s profile. Need to follow-up later with a prospect? Just set yourself an automatic reminder.
Manage More Efficiently.
All of your agency’s information in one place — from leads and customer files, to email histories, to commission reports. You can also set and assign tasks for any member of your team — including yourself.
Increase Retention Rates.
Stay up-to-date on your customer relationships by having all of their information organized and accessible in one place. And stay on top of renewals by setting automated reminders based on the renewal periods of your insurance products.
Get Quick Support.
Support is included for all LoTops customers. If you need assistance, you’ll get a prompt response.