CRM Automation

PIPELINE DEVELOPMENT WITH AUTOMATION
Personalized workflows
Slider

Identify

Personalize

Engage

Coverage

PRODUCT SPECIFIC AUTOMATION

Let technology enhance your sales process to close more leads.

  • Product line specific automation
  • Persistent and Consistent Outreach communication
  • Work on the lead with highest propensity to buy
  • Recycle leads at the right time for positive interactions

WORKSITE SCHEDULING

Capture interest with a captive audience 

  • Group appointment setting with areas of interest information
  • Automated attendant to handle all scheduling needs
  • Higher show up rates with effective reminders and rescheduling options
  • Automate getting digital signature for information release authorizations

How will automation help me?

Kordinator is here to optimize and streamline sales, and post sales account management by giving you actionable insights on your prospect list as well as by automating the post sales account management process.

What if I don’t want to digitize everything?

You are in full control here. You may choose to automate any or all functions like email responses, reminders, meeting scheduling, or you may choose to only automate one of them.

How will insights help me?

Insurance brokers have the potential to serve their clients better by offering the most well suited products and eliminating any exposure to risk. Kordinator insights highlight the risk and recommend the products to the client’s exact needs.

How does it work?

Kordinator is accessible directly as a web application or can easily integrate within your CRM or prospecting system. Easy import and export functions are built-in as well as the option to configure workflows to best suit you. We work hard to make the adoption of Kordinator as friction-less as possible.

Lets Connect

pexels-photo-1080847-1-e1537458444842