Sales, Quota & Territory Management
Sales Quota & Territory Management (SQTM)
The Command Center for Your Entire Sales Force.
Stop managing your distribution channels with spreadsheets and disconnected portals. Our SQTM platform unifies your entire sales ecosystem—agents, brokers, and managers—into a single, intelligent workspace to drive productivity, accelerate growth, and provide a 360-degree view of your performance.
SQTMCommand CenterWhy Aren't Your Sales Channels Performing at Their Peak?
Fragmented tools, manual processes, and a lack of real-time data create a frustrating experience for your most valuable asset: your people.
Frustrated Agents & Brokers
Your partners waste time navigating multiple clunky systems for quoting, tracking commissions, and getting a simple view of their customers, making it harder for them to sell.
Data-Blind Sales Managers
Managers lack a real-time, consolidated view of their team's pipeline and performance. They spend their days chasing reports instead of coaching their team to success.
Inefficient Territory & Quota Planning
Setting quotas and designing territories is based on outdated spreadsheets and guesswork, leading to unbalanced workloads, missed opportunities, and demotivated teams.
One Platform, Empowering Every Role
We provide a tailored, role-based experience to give every member of your sales ecosystem the exact tools they need to succeed.
The Ultimate Sales Toolkit
A single, intuitive portal to manage their entire book of business.
From First Contact to Final Commission, a Seamless Flow
Underwriting Portal
An agent submits a complex case. The SQTM instantly routes it to the Underwriting Portal with all customer data pre-filled.
Core System
When a policy is bound in the Core System, the SQTM is instantly updated, giving the agent a real-time view of their bound policies.
MoneyIO
When a commission payment is processed by MoneyIO, the agent's commission statement in the SQTM is updated in real-time.
Customer Data Platform
The CDP provides the agent with a true 360-degree view of their client directly within the SQTM, revealing cross-sell opportunities.
Explore Our Full Product Ecosystem
Discover how our integrated solutions work together to transform your operations.
All Products
Browse our complete catalog of solutions and platforms.
The Beaksurance® Suite
Our flagship intelligent insurance ecosystem.
The Core Engine (INSIS)
The foundation of modern insurance operations.
Advanced Data & AI Platforms
Enterprise extensions for analytics and governance.
Digital Experience Channels
White-label portals and mobile apps for customers and partners.
Ready to Transform Your Insurance Operations?
Join leading insurers who have already achieved 40% efficiency gains with our platform