Sell more. Close faster.
Sourceflow Sales helps agents and sales teams turn leads into customers with lead routing, personalized quoting and one-stop engagement sites.
Decreased time to sales
Our lead management routing tools actively route true leads to sales and brokers.
Increase in closed sales
Personalized quotes make it easy for prospects to understand what they are buying.
Decrease in collateral
One-stop personalized portals give customers all the information they need in one place.
“After reviewing the results from the past quarter, I am pleased to say the Sourceflow team wildly exceeded our expectations.”
Vice President, Telesales, National Health Insurance Company
Expert consulting, proven products and dedicated services
Everything we do is built around one goal: supporting our clients' specific sales targets.
Consulting
With over 60 years of combined experience, our team takes a lean approach to client engagement and helps drive sound decisions on:
- Marketing strategy
- Lead generation
- Lead management
- Client engagement
- Personalized marketing
- Proposal automation
- Renewal automation
Products
Our platform of products is unique in the marketplace, with a customer-first approach:
- Call center lead management
- Personalized marketing sites
- Personalized proposal and sales sites
- Personalized welcoming sites
Services
A dedicated team of programmers and engineers ready to support our clients, specializing in:
- Cloud-based applications
- Mobile apps
- Salesforce integration
- Marketing integration
Sourceflow Sales specializes in three industries
Healthcare
With clients covering over 15 million lives, we help payers turn leads into members.
Financial
Using our healthcare experience, we partner with clients to shorten the sales cycle.
Telecommunications
Our customer-first approach helps our clients attain more B2B customers.
Our executive team
Brendan O'Connell
Brendan is a pioneer in the industry, creating innovative interactive solutions for marketing, sales and customer service since 1994. From integrating online efficiency with traditional channels to data-driven online direct marketing, he drives new ideas and our delivery of increased sales at lower costs.
Brendan specializes in the healthcare, financial and telecommunications industries. His experience working with the three largest health insurers in the United States, GenRe, AT&T and web e-commerce pioneers has honed Sourceflow Sales' consulting services and product delivery. His work has been nationally recognized with numerous awards, including the Direct Marketing Association Gold Echo.
Luke Middleton
Since the early nineties, Luke has developed advanced technology solutions for corporate enterprise systems, desktop applications and the web for numerous Fortune 500 and high-tech companies.
Luke's broad knowledge of digital production comes from years developing corporate websites and extranets, online stores, integrated call-center systems and detailed reporting systems. He oversees our technical development team and technical consultants.
Lori Middleton
Lori's industry leadership includes the design and management of major branding sites, global redesigns and ad campaigns for clients including AOL, Citi, JCPenney, AT&T, GE, WeightWatchers, Philips, Kodak and Anthem Blue Cross and Blue Shield. She is a graduate of the California Institute of the Arts in Graphic Design.
Lori has won numerous prestigious awards for her work, including the Gold Cannes Cyberlion. She oversees our team of graphic designers, copywriters and information architects.
See how Sourceflow Sales helps your team sell more and close faster
Tell us a little about your sales process and we'll schedule a walkthrough of LeadFlow and Personal Engagement Sites tailored to your industry.
Prefer email? support@sourceflowsales.com