Manage your prospects, track activities and set reminders, and rank them with the Pipeline Report.

OmniPilot Agency management software was developed by agency professionals ? people who know that new business is the lifeblood of a successful agency. That?s why OmniPilot Agency excels at maximizing your company?s new business pipeline activities.

Manage your new business leads using the software that helps you rank and prioritize them ? focusing your efforts where they are most likely to pay off. And you?ll be able to set reminders and track activities with all your leads, as they go through the process of selecting a new agency: yours!

The pipeline process lets your entire new business and account management team brainstorm the opportunity with each prospect, summarizing potential gross income value. Agency displays the latest activities, whether letter, email, call or meeting, and lets the team determine next steps for the prospect. Schedule your new busines team meeting weekly, and update Agency in real time, setting reminders for the team to stay organized and on track.