BlueSun Distributor
Make more sales, retain more clients, build a sales force.
If you could compel your sales partners to act now, on real opportunity and in a way that makes your organization their choice, what do you think that would do for your sales? What if they saw you working on their behalf as a sales engine, driving out opportunity that they could not ignore? Retention and recruitment get a lot easier when you're known for helping your sales partners get results and make more money.
Data Mining
)
Click to enlarge
BlueSun includes a data mining tool that allows you to easily find opportunity in your data for your producers such as maturing funds, conversion deadlines, impending renewals, and new concept candidates. BlueSun's data mining is focused on helping you get to those up sell and cross sell opportunities you just know are there. It is integrated to lead management so you can get an opportunity into the hands of the producers without the need to walk up the hall to IT.
Lead Management
)
Click to enlarge
Once you have found the opportunity, pass it on quickly and automatically to the right person with a clear call to action. Then keep track of its progress. If you're working hard on behalf of your sales agents you want to make sure that the lead you've provided is exploited, and provide the support needed to turn it into a sale.
You can also add brand new prospects into your pipeline and route and track them in exactly the same way.
Producer Portal
If the goal of your producer portal is not to increase sales performance then what is it? You'd expect a producer portal to deliver your marketing materials, forms and illustration software - but if you see it from the producer's perspective its likely one of many they have to use. With BlueSun you can make sure these right materials get to the right producer at the right time. When differentiation by compensation and products is not sustainable, why not make your company the easiest to deal with?
Content Management - making sure your producers have the up to date information at hand when you are calling them to action is critical. With BlueSun Content Management you can make sure that your communications include the latest forms, brochures and content to support them in their client meetings, getting them to the point where the easiest course of action is to work with you.
The Producer Portal provides:
- Content Management to make sure that your communications include the latest forms, brochures and content to support producers in their client meetings, so the easiest course of action is to work with you
- Distribution consolidation that provides you with a complete picture
- Customizable reports so producers can self-server, without contacting your help desk
- a consolidated view of clients (even shared clients) all through one sign-on
- integration to the lead management module, so you can distribute and track leads
User Management - helping your producers in the most effective way means you should have a complete picture of the portfolio they have brought to your organization. BlueSun provides the ability to pull together that picture of your producers that may be fragmented around your policy, compensation, underwriting and workflow systems.
Affinity Partner Portal
Affinity partners complain that the acquisition integration to their product providers is difficult and time-consuming. Once their clients have purchased a partner product, they feel they have lost control because they can't get status or billing information.
BlueSun provides;
- a turnkey acquisition process which can even be linked directly into a partner website seamlessly
- online, on demand reports provide them transparency into what is happening with their client.
Why not make your company the easiest to deal with?