Ascend your business sales
Ascend your
business sales
Take Your Insurance Sales to New Heights with the Ascent Platform powered by Insurance Advisors Direct
Take Your Insurance Sales to New Heights with the Ascent Platform powered by Insurance Advisors Direct
Struggling to manage leads, track quotes, and close more deals? Insurance Advisors Direct understands the challenges insurance agents face. That’s why we created Ascent, a powerful CRM system designed to propel your business to the next level.
Ascent is more than just a CRM. It’s your comprehensive sales command center, equipped with the tools you need.
Struggling to manage leads, track quotes, and close more deals? Insurance Advisors Direct understands the challenges insurance agents face. That’s why we created Ascent, a powerful CRM system designed to propel your business to the next level.
Ascent is more than just a CRM. It’s your comprehensive sales command center, equipped with the tools you need.
Boost sales by keeping leads engaged & moving through the funnel.
Nurture, convert, grow.
Using Smart Automation
Stuck chasing leads that go cold? 80% of sales require 5+ follow-ups, but most reps give up after just 1. Ascent Platform automates your outreach, sending personalized drip campaigns that keep leads engaged and convert them into customers. Maximize sales conversions with multiple “touch points” throughout the buying journey.
Built-in communication channels:
Control the Flow
Simplify, Focus, Win.
Using One Inbox
Optimize your communication workflow and foster stronger client relationships with Ascent Platform. This comprehensive platform unifies all communication channels, enabling organized and streamlined interactions with prospects and clients.
One Inbox For:
Master organization with
Click & Drag Pipelines
Boost sales conversion by 30% with Ascent Platform’s powerful pipeline visualization. Track deals, values, and close dates effortlessly. Move leads through the funnel faster with automated workflows triggered by simple drag-and-drop actions. Experience a clear, data-driven approach to closing more deals.
Includes:
Control the Flow
Schedule Like a Pro.
Save time, book online now.
Leads are essential, but conversion is key. Unleash success by connecting your lead sources directly to our platform with our open API and integrations with Facebook & Zapier. No more juggling tools! Upload your leads or seamlessly integrate them, then watch them get assigned to the right team member automatically. Focus on closing deals, not managing leads.
One Inbox For:
Smart Choices, Superior Solutions.
Ready to take your insurance sales to new heights?
Ditch the tech clutter, boost your bottom line. The Ascent Platform replaces multiple software subscriptions with one powerful, easy-to-use platform. Say goodbye to duct-taped solutions and hello to streamlined efficiency and cost savings. Your wallet and your sanity will thank you!
Curious about the cost associated with this level of CRM functionality?