Sales Territory Planning & Management

In today's fast-paced business climate, insurers work to continually expand market share and increase customer retention. Spatially enabled insurers leverage powerful location-based data and tools for sales territory planning, management, and optimization. These tools help align sales teams with agency partners to achieve sustainable growth.

Anticipate local market behaviors

Empower insurance companies to contextualize data on markets, the customer base, and risk through a spatial lens to establish precise benchmarks that will guide sales strategies.
Design dynamic market territories

Adapt to the shifting and fluctuating sales territories. Esri's spatial tools for territory design and management enable insurers to dynamically rezone markets to fully utilize resources and avoid gaps in coverage.

Market planning
Territory optimization
Agency appointment management

Reveal key market opportunities

Leverage spatial insights to uncover hyperlocal customer behavior and demand and business intelligence around competitors. Map, analyze, and share key metrics like sales volume and market share with sales departments and agency partners.

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Streamline sales operations

Utilize location intelligence to help design dynamic sales territories, producing optimal results. Effectively manage trade areas based on factors like proximity, accessibility, volume, and market potential to ensure resources are fully aligned with growth targets.

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Develop strategies for maximum growth

Centralize agency relationships with integrated, single-view, spatially enabled web tools. Assist sales territories and partner networks in visualizing and managing complex data from different places.

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Agency

Anticipate local market behaviors

Design dynamic market territories

Capabilities for agencies