Switchboard® Funnel vs Agency Pulse

Switchboard Funnel is the ultimate sales enablement platform for life insurance agents. With its intuitive, all-in-one interface, Switchboard Funnel brings every essential part of an agent’s workflow into one place. Features: · Lead nurturing recommendations in-app · Appointment scheduler · Sales engagement funnels and automations · Product recommendations and a quoting tool · Activity and production reports · Customized websites · Pre-built marketing campaigns · And more! Switchboard Funnel makes managing and growing your life insurance business simpler, faster, and more effective.

Agency Pulse is the complete operating system for life insurance agents. Run your entire business from your phone. Agency Pulse connects your leads, calls, texts, team chat, and pipeline in one place so you can work from anywhere, between appointments, on the road, or away from your desk. CALL AND TEXT YOUR LEADS Reach your leads with built-in calling and texting. Incoming calls show you exactly who's calling by name, so you always know who's on the line before you pick up. Every call is logged automatically to the right lead. YOUR LEADS, ORGANIZED See your full lead list, open any contact, and get everything in one view: contact details, call and text history, notes, and health information for accurate quoting. CHAT WITH YOUR TEAM Message your agency directly inside the app. Start direct messages or group chats, reply to specific messages, react with emoji, and @mention teammates to get their attention. Mentions send a push notification so nothing important gets missed. WORK FROM ANYWHERE Your desktop and mobile stay in sync automatically. Log a call on your phone and it's on your computer. Update a lead on your computer and it's on your phone. BUILT FOR AGENTS AND AGENCY BUILDERS Agency Pulse is designed for life insurance professionals who want to spend less time on admin and more time in front of clients. Agency Pulse requires an account. Pro features are available with a Pro subscription managed through your Agency Pulse account.