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Have questions or want a quick demo? Contact our team and we’ll help you set up PrimeTrack360, your insurance CRM with built-in commissions tracking (PrimePay on select plans).
FAQS
Frequently Asked Questions
Can I integrate PrimeTrack360 with other tools I’m already using?
Yes. PrimeTrack360 can connect with common tools like calendars, email/SMS providers, and other platforms depending on your setup. If you tell us what you’re currently using, we’ll confirm the best integration path.
What features does PrimeTrack360 offer?
PrimeTrack360 includes a full CRM with pipelines, contact management, automation workflows, appointment booking, and reporting. On select plans, it also includes PrimePay, our integrated commissions tracking feature.
Is PrimeTrack360 suitable for solo agents and small teams?
Yes. Solo agents can use PrimeTrack360 to manage leads and automate follow-ups, and teams can add shared visibility, assignments, and consistent workflows as they grow.
How do I get started?
Book a demo and we’ll help you choose the right plan, then set up your pipelines, automations, and lead flow. If you’re using commissions tracking (PrimePay), we’ll also confirm your tracking workflow so it’s organized from day one.
Is my data secure on your platform?
We take data security seriously and use standard safeguards to protect your information. If you have specific compliance or security requirements, we can review them during onboarding.
Is training or onboarding support provided?
Yes. We provide onboarding support to help you set up the CRM correctly and ensure your team knows the day-to-day workflow. We also offer ongoing support as you grow and optimize.
PrimeTrack360 helps insurance teams manage leads, automate follow-ups, and track commissions in one platform, so your workflow stays organized from lead to payout.
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