Total Technology Toolkit
Available in the Business Empire Plan ONLY
Requires Salesforce Subscription
Experience unparalleled technological efficiency tailored for life insurance, long term care, Medicare, Annuity producers and investment advisers, all custom built upon the world's leading CRM, Salesforce.
Designed for ALL Users - Beginner to Advanced!
Platform Training & Support with a Self-Paced Text & Video Curriculum INCLUDED
WATCH OUR DEMO for a Sneak Peek
Revolutionize Your Practice with Pinecone’s Total Technology Toolkit.
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Tasks and Events Delegation for the Team
Enhanced organization and improved task delegation.
Leads - Client Journey Tracking
Comprehensive client management from leads through the sales cycle to client service and retention.
Scheduled Reports & CEO Dashboard
Unlock your business potential with unparalleled access to crucial data points - enabling optics, efficiency and profitability across your company.
Built on the World's Most Powerful CRM
Automation and integration capabilities, future-proofing your practice.
Unveil the future of client management and operational efficiency integrated into the world’s best-in-class CRM. Available on Desktop and Mobile
Introducing Pinecone’s Total Technology Toolkit, the zenith of tech advancement tailored for insurance agents and advisors. With our self-paced curriculum, master the intricacies of our platform. Our 40+ Standard Operating Procedures ensure you never miss a beat, enhancing productivity and ensuring clarity in delegation. From lead tracking to comprehensive client management, every step is simplified. Bolstered by Salesforce, the global CRM leader, you're not just adopting a toolkit, you're securing the future of your practice.
Custom Made Training for All
A comprehensive, self-paced text and video curriculum developed to train all levels of technology experience and comfort.
Client Lifecycle Tracking
Efficient lead tracking through conversation, to life long satisfied clients, with household, financial account, and referral tracking.
Financial Account Management
Holistic client data management, including financial snapshots, individual account processing and transfer tracking.
