Reporting Made Simple
What People Say -

"No more keeping a paper trail of current and future prospects..."

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With MySalesResults, you get essential sales reports you need to analyze your sales efforts, giving you the insight you need to make adjustments moving forward.


Reports Include
  •  New Plans - Current prospects that need to be called on or will be called on but have not presented a quote to
  • Accountability - Prospects that have been presented a quote and are pending - begins tracking a closing ratio
  • X-Dates - Holding place for all prospects that are not current
  • Sales - Sold accounts, begins measuring actual premium and commission
  • Internal Referrals – Track cross-selling to other divisions within the agency
  • External Referrals - Referrals received from key relationships, tracking throughout the follow-up process


Reports on Demandfiles 

  • Access the reports anywhere via the internet
  • Real-time information
  • Automatic program updates
  • Unlimited data entry
  • Safe and secure

Security Features

MySalesResults web application meets or exceeds industry standard data access and encryption policies. Application access is restricted by strong username and password authentication. The application automatically creates a secure communication channel from the application web servers via internet secure HTTPS encryption protocols to a user's browser ensuring safe secure data transmission across the internet and internal networks. Company data is only available to users belonging to users assigned to a specific company. Data is further protected within each company by specific roles which each user is assigned. Data is backed up and encrypted daily and stored off site in secure server farms.


About MySalesResults
MySalesResults is a sales management system built for insurance agents, by insurance agents.  The MySalesResults insurance sales management system allows sales managers and principals to measure the sales performance of producers and departments throughout their agency. MySalesResults makes insurance pipeline management a breeze for producers because they can quickly and easily track prospects in the office or on mobile devices like the iPad and most smartphones.  Using MySalesResults is more effective than using spreadsheets and is less time-consuming and complex than a sales force automation system or customer relationship management (CRM) system.  MySalesResults is cloud-based, so there’s no software to install.


Grow your agency’s sales! Learn more today by using our contact form, calling us at (586) 258-0667, or emailing us at This email address is being protected from spambots. You need JavaScript enabled to view it..">This email address is being protected from spambots. You need JavaScript enabled to view it..