Concierge Launches Agent Sales Portal

Master agency Concierge Communications, Tempe, Ariz., this week launched a new sales portal for its agents, offering them tools and services to better serve their customers and manage their businesses.

The portal, which was created as an extranet and is hosted by Microsoft SharePoint, consolidates resources and functionality and adds new features.

In a kickoff meeting Nov. 1, Concierge Vice President Clark Atwood demonstrated the portals capabilities to agents and press, including PHONE+.

The portal offers a simple, intuitive interface with tabs for key functional areas, such as online ordering, providers, provider promos, resources, sales tools, on-demand training, trouble tickets and FAQs.

One of the innovative features is the ability for agents to set alerts to be notified when something has changed in the portal that they are interested in. So, they could be alerted when a new promotion is added for a certain carrier, for example.

The Provider tab offers information, such as support documents, contact info, click-to-quote or RFQ, etc., on Concierges stable of suppliers. Agents can sort providers by product category and geography down to the state level. A unique feature is an Extranets tab that gives agents links to each suppliers agent portal if accessible to them. The portal also includes a tab on Certifications offered by providers.

We are seeing that many of the new solutions are available regionally today instead of from a handful of national players,” said Concierge President Perry Chrisler in a statement. By organizing the information, committing to maintain it and delivering a structured learning program, we are able to effectively handle more provider options for our agents. It takes new tools, new processes and commitment to expand learning beyond simple circuit sales.”

The portal also includes the expected Sales Tools tab, e.g. access to marketing materials that can be branded for agents and links to helpful lookup tools. But, Atwood said, the company has added a Sales Development tab that includes info to help VARs and agents sell, such as articles, books, training series and trade publications.

Another unique feature was the Resources tab, which gives agents access to sales resources, such as demo gear, discounts on services for their own use, and even the ability to make reservations to use the Concierge conference room in Tempe for client presentations.

Concierge also offers its own Trouble Tickets  system that enables agents to manage escalations with providers, track commission issues, and other trouble items, Atwood said.

We are excited to provide another competitive advantage tool set for our agents,” said Atwood in a press statement. Our role as a leading consultative master agent means we need to keep our agents ahead of the information challenges they face. Our support structure involves so much more than getting a quick set of quotes to the agent. Our agents are pre-qualifying their opportunities for disruptive and custom solutions.”

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