Sales software for insurance agencies.
Where Sovereum started. A manager over three team leaders over forty reps, every application logged the moment it's written, and a board that ranks the team on what actually issued.
The number
Issued annual volume
Who
Manager → team leaders → agents. Health, life, Medicare and P&C.
A form they'd run
An application intake that lands on the rep's record as a closed, won client.
What runs on Sovereum.
Teams for the board and the culture. The OS for the pipeline and commissions. Forms for the application intake.
Teams
The board in your number, teams against their goals, the morning nudge, spiffs that close themselves, the Friday call.
MoreThe OS · opening next
Log a deal once; pipeline lanes, pace at every level, commissions from the record. Opening next; Teams and Forms are live today.
MoreForms
Intake, quotes and agreements rendered natively on your site or hosted in your brand, landing on the right rep's record.
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