SLATE Campaign Manager App

SLATE Financial Investment and Insurance Services

About this app

The SLATE Lead Manager is an all-in-one platform designed for agents to effectively manage leads and clients. It includes a full-featured soft-phone dialer, compliant call recording and storage for enrollment conversations, and automation for communications, among other capabilities. Whether you’re working at your desk or visiting clients on a tablet, the SLATE Lead Manager App keeps your CRM accessible, ensuring you stay organized while in the field. Utilize its built-in tools to schedule appointments, monitor lead quality, and communicate with contacts through various methods. To meet CMS Final Rule compliance, the system features a soft-phone dialer that records calls and a user-friendly contact book for managing and updating information, which can also sync with Agent HQ. If you’re interested, you can schedule a training session with the SLATE Support Team.