Engagement Scoring
Drive sales strategy with customized tags and scoring identifiers to streamline sales activities and achieve a big return.

Automated & Flexible
Don’t waste time grouping prospects into targeted groups or prioritizing follow-up calls. Instead, input scoring parameters and automatic target tags into the system and let it do the rest.
Flexible Scoring Options
Select the action and frequency to create a data driven tag automation for engagement scoring. Add multiple scoring criteria to tag multiple groups of employees.
Effective Campaigns
Leverage lead scoring and tags to deliver optimized text message campaigns to employees based on engagement with benefits information.
Prioritize Leads
Say “Goodbye” to calling down lists and sending cold emails to employees. Follow up with the most interested employees when they are ready to engage
Automate Engagement Tracking
Interaction and engagement aggregation equips Agents with data-driven sales insights that drives success while saving time and effort.

Effective lead management
Agents have an easy way to organize, prioritize, and manage leads with a scoring process. Lead scoring streamlines the sales process and helps maximize agents’ time and effort.

Flexible, Effective, and Automated
- Add tags for data driven automation and lead categories that are impactful for Agents in the Employee lifecycle
- Better engage employees with targeted text messages
- Use automation to minimize the need for manual entry or organization