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Quility's suite of software applications automate, enhance and simplify the entire insurance sales and distribution lifecycle.
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About
Get to know the people behind the insurtech.
ENGAGEMENT
Transform the insurance lifecycle with technology that unifies sales enablement into a single, seamless experience.
Switchboard Funnel delivers a simplified and effective digital sales experience by combining lead nurturing, task management, marketing automation and sales analytics in one seamless interface, helping agents work smarter and confidently engage with clients.
Every component of an agent’s workflow — from lead nurturing to product recommendations and quoting — is encompassed within Switchboard Funnel.
Dynamic Scripting
Maximize the use of client information. Funnel’s Integrated Qualifier Forms utilize dynamic scripts that automatically update with client information, helping you deliver more relevant recommendations and position yourself as a trusted expert on every call.
Data-driven insights
Deliver better client experiences. Funnel personalizes each step of the buying journey through intelligent tools and product recommendations, enabling agents to guide conversations efficiently.
Foster client engagement
Make smarter sales decisions faster. Funnel delivers real-time, actionable insights that help agents prioritize leads, optimize engagement and match clients to the right policy in minutes.
Turn lead engagement into momentum with Switchboard Funnel.
Active agents on Switchboard submit more than double the applications compared to those who are not.
