INSURANCE SALES TECHNOLOGY BUILT FOR MOMENTUM
growth.
One platform. Six pillars. Everything an insurance professional needs to connect, sell, improve and scale.
CLIENT CONNECTION PLATFORM
CCP is not simply where agents access calls. It is where insurance professionals connect with clients, conduct business, sharpen their skills, measure performance and grow their agencies.
ONE PLATFORM.SIX PILLARS.
THE FRONT END OF YOUR SALES ENGINE
Connect with clients.
Handle the moment.
Close the opportunity.
The first three pillars move an agent from available opportunity to an active sales conversation with the tools to win.
A BETTER PATH FROM INTEREST TO ACTION
- 01Client initiates contactINTEREST
- 02CCP matches eligibility and availabilityMATCH
- 03Agent receives the callCONNECT
- 04Sales tools support the conversationACTION
THE GROWTH SYSTEM BEHIND EVERY CALL
Improve performance.
Know the numbers.
Scale what works.
The next three pillars turn conversations into coaching, insight and organizational growth.
CCP brings opportunity, sales technology, coaching, analytics and agency infrastructure into one connected environment.
SIMPLE PLATFORM PRICING
Choose the connection
that fits your strategy.
A straightforward platform subscription plus a flexible menu of client-initiated inbound call options.
GETTING STARTED WITH CCP
Three simple steps.
Your next chapter starts here.
Watch the overview, create your account and complete the guided onboarding walkthrough.
#client-connection-platform
Your home for CCP announcements, call updates, training, resources, support and everything CCP-related.
SEE WHAT POWERS THE PLATFORM
Marketing that creates demand.
Technology that drives activity.
Explore the marketing strategy behind CCP calls and the outbound technology agents can use to work their own contacts.
CCP brings inbound opportunity and outbound activity together in one sales environment.
AGENT RESOURCE LIBRARY
References and resources.
Open the guides, scripts and worksheets designed to support stronger client conversations and more consistent sales execution.
Keep these resources nearby while preparing for calls, working with clients and sharpening your sales process.
ONE CONNECTED ECOSYSTEM
Built for the entire
insurance sales journey.
From the first ring through coaching and agency growth, CCP gives agents and leaders one place to operate.