Microsoft PowerPoint - What Is Pipedrive for Financial Serv…

for Financial Services

Banking (Commercial | Business | SBA) Mortgage Wealth Management Insurance Leasing

“We have over 200 insurance agents using Pipedrive . We have four pipelines for individual and group P&C and L&F. Our agents love to use Pipedrive’s mobile application when they are in front of their clients. Performance Insights has helped us integrate our customer portal and our agency management system with Pipedrive. They help us automatically calculate commissions and scorecard our insurance carriers – and saved us thousands of dollars in resources. But most important, they have eliminated all our spreadsheets and improved our coaching. Performance Insights and Pipedrive are important partners and critically important to our mission.”

Tim Johnson Owner, CEO The Insurance Center

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