Share sales data
Overbase helps professional services firms easily and quickly by sharing sales data with your ecosystem partners
Hi Stephen,
A whitespace analysis for the Exterra renewal is attached.
We identified new policies worth $400,000 which you might propose at your renewal meeting next month.
Each proposed policy has a benchmark. Those were calculated with data from Allianz and Chubb. The right people from both carriers are CCed.
Overbase used carrier data to let an insurance broker get the benchmarks they needed to help a client be fully insured. See how insurance brokers grow revenue easily and quickly
Connect your sales data
Share any structured data like CRM and share any unstructured data like email. Easily share even your most disconnected data
Salesforce
Outlook
Snowflake
Gong
Excel
Slack
Bloomberg
DocuSign
Teams
Gmail
HubSpot
ZoomInfo
Partners connect their data
Your ecosystem partners can share data with you for free and securely. They stay in full control of what gets shared
Control what data you share
3 partnersCaldwell, Cross & Keating
5 data sourcesBrightfield Partners
2 data sourcesReceive opportunities by email
There's no need to change how your team operates. Overbase simply sends revenue opportunities by email
"Our team adopted Overbase immediately because it's just emails"
"Overbase is simple to learn, our team just receives emails"