Sales Pipeline & CRM

BindPilot's CRM features help you track sales opportunities from prospect to policy.

Prospect Management

Add a Prospect

1. Go to Pipeline > New Prospect
2. Enter:
   • Name
   • Business Type (or industry for individuals)
   • Contact Info (email, phone)
   • Referred By (source: website, referral, competitor switch, etc.)
   • Coverage Need (what they want to insure)
3. Click Create

Prospect Status

Track each prospect through stages:

| Stage | Meaning | |-------|---------| | Inquiry | Prospect just contacted you | | Quote Pending | You've quoted them; waiting on their decision | | Quoted | Quote delivered; following up | | Close Pending | Verbal agreement; paperwork in process | | Closed/Policy | Policy bound and active | | Not Pursued | No longer a prospect (decision deferred, moved to competitor, etc.) |

Update status as the sale progresses.

Pipeline Board

Go to Pipeline to see all prospects in kanban-style columns:

• Inquiry column — New prospects
• Quote Pending column — Awaiting carrier response
• Quoted — Proposal sent
• Close Pending — Nearly there
• Closed — Celebrate wins!

Drag and drop prospects between columns as status changes.

Tasks & Follow-Ups

Create tasks to stay on top of follow-ups:

1. On a prospect record, click Add Task
2. Enter:
   • Task (e.g., "Call John to review proposal")
   • Due Date
   • Assigned To (you or team member)
3. Save

BindPilot sends reminders 1 day before the due date.

Task Types

| Type | Use | |------|-----| | Call | Phone call follow-up | | Email | Scheduled email outreach | | Meeting | In-person or video meeting | | Proposal Review | Need to discuss quote | | Documentation | Waiting on client docs |

Notes & Activity Log

Track all interactions with a prospect:

1. On prospect record, click Add Activity
2. Choose type:
   • Call — Log a call outcome
   • Email — Log an email sent/received
   • Meeting — Log a meeting
   • Custom Note — Any other interaction
3. Add details (outcome, next steps, etc.)

View the full activity timeline; every interaction is logged for your team to see.

Pipeline Metrics

Pipeline Dashboard (coming Q2 2026) will show:

• Prospects in Pipeline — Count by stage
• Close Rate — % of prospects that become policies
• Sales Cycle Time — Avg days from first contact to policy
• New Business Revenue — Projected and actual
• By Producer — Individual producer pipeline and close rates

Use metrics to:

• Identify bottlenecks (stuck in Quote stage? Follow up faster)
• Forecast new business revenue
• Celebrate top performers

Lead Scoring (Future)

BindPilot will soon score prospects by likelihood to close (1–100), based on:

• How long they've been in the pipeline
• Activity frequency (calls, emails, meetings)
• Quote-to-policy conversion rate for similar prospects
• Engagement signals (email opens, proposal downloads)

Use this to prioritize follow-ups.

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Next: Explore agent-driven automation for new business triage and integrations for lead sourcing.