GITSA

GrowthIQ™ GITSA Digital

GITSA Digital

Turn daily execution into agency growth.

Connect CRM, daily execution, personalized coaching and advanced dashboards.

For life insurance companies and agency leaders, GrowthIQ brings LEAP™ and QUEST™ together around the work behind sales, recruitment and new-agent development.

Request an Executive Demonstration Explore LEAP™ and QUEST™

Demo environment with illustrative data

LEAP™ · Sales Intelligence Dashboard
LEAP mobile My Sales Pipeline with prospect stages and daily case follow-up cards using illustrative data.
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LEAP™ · My Sales Pipeline

The executive challenge

Targets need a pathway into field action.

Business targets set the direction. Translating them into daily field action requires relationship context, clear next steps and support that reflects each person's situation.

Activity logging is useful, but a record of what happened does not, by itself, show what should happen next—or which coaching conversation would be relevant.

GrowthIQ connects the relationship, the plan and the review so execution can be discussed with greater clarity.

Two platforms. Connected disciplines.

Sales growth and agency development, connected by execution.

LEAP™

Sales Execution and Client Relationship Management

From prospect to client. From plan to follow-through.

LEAP™ connects prospect CRM with the sales plan, daily execution and pipeline progress. After a case closes, client CRM supports ongoing follow-up and relationship continuity.

Personalized coaching support helps focus development conversations, while advanced dashboard insights provide a basis for reviewing execution.

  1. 01Connected prospect CRM
  2. 02Sales plan and daily execution
  3. 03Pipeline progress and case closing
  4. 04Client CRM and ongoing follow-up

Consultants and selling agency leaders manage client relationships and client-specific coaching, while management dashboards provide aggregated insight appropriate to each role.

Demo environment with illustrative data

LEAP™ · My Clients CRM
LEAP™ · My Coaching
QUEST™

Recruitment Execution and New Agent Activation

Recruit with purpose. Support the first month.

QUEST™ connects candidate relationship management, recruitment execution and new-agent development, with a practical emphasis on first-month activation.

First-month activities, agreed development actions and personalized coaching support give leaders a clearer basis for supporting new agents. Management dashboards help review progress and execution needs.

  1. 01Candidate relationship management
  2. 02Recruitment execution
  3. 03New-agent development
  4. 04First-month activation activities

The first month sits within a broader 12-week Fast Start journey. Development continues beyond day 30; signing a contract is not the same as activation.

Demo environment with illustrative data

QUEST™ · My New Agents
QUEST™ · Development Plan

Features / Advantages / Benefits

What connects. Why it matters.

CRM

LEAP™
Prospect relationships before a sale; client relationships after closing.
QUEST™
Candidate relationships from initial contact through recruitment.
Advantage
Relationship context stays connected to the next action.
Executive benefit
A more consistent basis for follow-up and relationship continuity.

Execution

LEAP™
Sales plans, daily actions and pipeline progress.
QUEST™
Recruitment actions, agreed development actions and first-month activities.
Advantage
Plans become visible, practical field actions.
Executive benefit
A clearer basis for reviewing execution against business priorities.

Personalized coaching support

LEAP™
Coaching focus informed by individual sales activity and pipeline gaps.
QUEST™
Coaching focus informed by candidate progress and new-agent development needs.
Advantage
Support can address the situation rather than activity volume alone.
Executive benefit
More relevant development conversations and focused follow-through.

Advanced dashboards

LEAP™
Aggregated sales activity and pipeline insights appropriate to each role.
QUEST™
Management views of recruitment progress and first-month execution.
Advantage
Leaders review patterns and areas needing attention.
Executive benefit
Clearer priorities for leadership attention and support.

The connected journey

A clearer next step, at every review.

Relationship information informs the action. Execution informs coaching focus. Dashboard review helps leaders agree where attention and support are needed next.

  1. 01

    Relationship information

    Start with the prospect, client or candidate context.

  2. 02

    Next actions

    Translate the plan into practical daily execution.

  3. 03

    Coaching focus

    Connect progress and development needs to relevant support.

  4. 04

    Dashboard review

    Review permitted insights and agree the next priorities.

GrowthIQ workflow illustration

A supported pilot

Start focused. Review with purpose.

  1. 01

    Agree the sponsor & team

    Align the pilot scope, business priorities and participating leaders.

  2. 02

    Onboard

    Introduce the selected platform and establish practical ways of working.

  3. 03

    Review adoption & execution

    Review agreed adoption and execution measures, with attention to support needs.

  4. 04

    Executive review

    Discuss the evidence, lessons and appropriate next steps.

An executive conversation

Explore GrowthIQ for your agency.

Request an executive demonstration with GITSA at demorequest@gitsagroup.com

Share your organization, market and the sales or recruitment priorities you would like to discuss.

Request a demonstrationContact GITSA

LEAP™ and QUEST™ · GITSA Digital