Coverage Coach
Who
 
Personalized Roadmap

The Coverage Coach™ is a sophisticated software system employing dynamic logic to construct a personalized roadmap on the fly as the prospect answers questions. No path through the system is the same as the system recognizes the characteristics unique to the prospect's firm, beginning with basic demographics and ranging to risk evaluation, coverage interest and buying philosophy. A small-cap public company will experience a completely different path and set of questions than a small private company.

 
The prospect will receive thorough, unbiased advise which is totally self-directed by his or her input, not by the leading questions of a salesman.
 
Coverage Coach features

Coverage Coach is a web-based solution for lead generation, automatic qualification/scoring of prospects and managing leads.

  • 100% web based
  • Easy and flexible to configure
  • No coding – plain English SQL
  • Comprehensive reporting
  • Scoring/qualification
  • Assign prospects to different sales people
  • Any insurance application can be programmed
  • Flexible reporting to HTML, PDF, Postscript, Rich Text, XLS and CSV formats
  • Ability to give each prospect a unique user experience with specific questions and recommendations
  • Each prospect can be routed in a different direction through the questionnaire or the application based on previous answers
  • Questions that clearly do not apply to the prospect based on a previous answer can be eliminated and the whole process becomes more efficient and furthermore more intelligent from the end user's perspective

 

 
 
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