Abstract: A system for tracking and managing value-added services and service timelines provided to a client by an agency. The system includes a secure web-based interface and a database, the database being connected to the web-based interface and including client account data. The system also includes an agency set-up portion of the web-based interface allowing an authorized administrator to associate the client account data with an agency account, a service timeline portion of the web-based interface allowing an authorized user to view and edit an interactive client account service timeline generated from the client account data. The interactive client account service timeline includes a plurality of editable data fields, including editable data fields for a value-added service category, a description of a value-added service, a tracking metric, a list of one or more participants, a target date for completion of the service, and an actual completion date for the service.

Abstract: A system for tracking and managing sales performance of producers within an insurance agency. The system includes a database housing sales information for the agency, a sales management server interfacing with the database, a display device connected to the sales management server, a user interface module running on the sales management server and being configured to receive input from a user and to display content from the database on the display device, and an interactive sales pipeline module forming part of the user interface module. The interactive sale pipeline module is configured to receive input from a user and store the information in the database and to display a grid of sales process information including information regarding an initial appointment stage, a marketing submission stage, and a proposal delivery stage.