Sales performance management for Insurance
Improve coverage in Salesforce with mapping, routing, and scorecards to prioritize policyholders and claims, and coach teams consistently.
24%
average revenue lift
16+
hours saved weekly
75%
see ROI in <6 months
Coverage gaps, wasted field time, and late signals across policyholders and brokers?Insurance leaders face a choice.
Plan in one tool, execute in another, measure somewhere else.
One connected system for coverage, execution, and performance.
Turn reactive reporting into real-time performance.
Ascent Cloud unites the front line and the back office around one shared goal, helping sales teams hit their number faster, smarter, and more predictably.
Aligned execution
Territories, activity, and coaching all flow from the same data source, ensuring consistent data and unified planning across teams.
Behavioral visibility
Every action across your CRM and connected systems ties directly to goals, metrics, and outcomes, with less manual reporting.
Faster decisions
Leaders gain a single, connected view of performance and capacity, so teams can adjust fast and stay on track.
Scalable growth
One suite, one vendor, one clear path to revenue efficiency, with a foundation that scales as your team grows.
Three solutions. One unified sales performance system.
Start with the solution you need today, then connect the suite to plan smarter, execute faster, and grow performance with consistent visibility.
Territory Planner
Model and optimize territories with flexible GTM planning tools that align Sales, RevOps, and Finance—without spreadsheets.
Geopointe
Use location intelligence to help sellers prioritize accounts, reduce travel time, and maximize coverage and productivity in the field.
LevelEleven
Drive consistent performance with gamification, scorecards, and coaching insights that turn activity into outcomes managers can act on.
Built to stand alone.
Designed to work together.
When Territory Planner, Geopointe, and LevelEleven work together, planning decisions flow directly into field execution, and performance data feeds back into smarter decisions.
Plans impact the field, execution signals become coaching, and performance changes flow back into strategy
Proof that shows up in your numbers.
See how Territory Planner helps teams model capacity, balance territories, and eliminate coverage gaps, so growth plans stay aligned as you scale.
Admin time saved
16+ hrs
Teams save 16+ hours per week on admin and data tasks, freeing time for higher-value planning.
Planning time saved
20 hrs
Benefit Bank Distributors saves 20 hours each week on territory planning and ongoing updates.
Update cycle
Weeks → days
FloQast cut territory update cycles from weeks to days, so changes roll out faster with less churn.
Coverage that actually matches your book.
Balance producer coverage by territory.
Turn field visits into renewals and book growth, not windshield time.
01
Prioritize
Rank accounts by renewal risk, growth potential, cross-sell fit, and open opportunities.
02
Route
Create efficient routes around producers, branches, and appointment windows to cut dead time.
03
Track
Capture visits and outcomes automatically so follow-up, reporting, and leadership visibility tighten up.
Questions? Answers.
Your most frequently asked questions, all in one place. If you don’t see what you need, book a call here.
Ascent Cloud connects coverage decisions, field execution, and performance signals so you can see what is working, where capacity is constrained, and what needs to change before the quarter slips.
Teams can rank accounts by renewal risk, cross-sell potential, and recent activity, then route days around the highest-impact stops. Producers spend less time deciding where to go and more time in the right conversations.
Yes. Territory models and assignments create clear ownership by geography, segment, or book, so producers are not tripping over the same accounts. Leaders can test changes before rollout to avoid disruption.
Field teams can plan trips around agencies, brokers, and priority accounts, optimize drive time, and standardize visit execution. Managers get visibility into coverage, meetings, and follow-through by territory.
Field teams can plan trips around agencies, brokers, and priority accounts, optimize drive time, and standardize visit execution. Managers get visibility into coverage, meetings, and follow-through by territory.
Teams typically start by connecting CRM data, mapping territories, and standardizing field execution, then refine coverage and coaching based on real activity. The result is faster planning cycles and more consistent execution in the field.
Looking for something else? info@ascentcloud.io
