Sales & Underwriting Support
Accelerate Growth Without Increasing Overhead
What if you could expand your sales pipeline, optimize your proposals, and increase close rates without stretching your team or budget?
CogNet’s Extended Office as a Service℠ (EOaaS℠) empowers HR outsourcing firms and related service providers to enhance their sales and marketing capacity by offloading time-consuming but essential tasks. From lead generation and CRM management to proposal development and industry-specific underwriting support, we help sales teams focus on what they do best—building relationships and closing deals.
Built for Sales Teams in the HR Outsourcing Space
We understand the sales process within PEOs, ASOs, TPAs, Payroll Providers, and Benefits Brokers. Our support teams operate as an extension of your own, equipped with the tools and knowledge to keep your sales funnel full and moving. We also support underwriting tasks related to workers’ compensation and health benefits, bringing both administrative speed and subject-matter insight to your quoting process.
What We Handle:
- Prospect Data Collection & Data Entry
- CRM Management & Cleanup
- Lead Generation, Qualification & Scrubbing
- Proposal Generation & Follow-Up Coordination
- Drip Marketing Campaigns
- Email Marketing Execution
- Social Media Campaign Management
- Census and Questionnaire Processing
- Market Research & Evaluations
- Healthcare & Risk Evaluations
- Commission Management
- Sales Policy Administration
- Clerical and Back-Office Support
Strategic Marketing & Sales Enablement
In addition to day-to-day sales activities, we also assist with broader strategic initiatives, including:
- Prospect Data Collection & Data Entry
- Partner & broker engagement
- Third-party and contract sales support
- Co-branded campaign execution
- Outreach scheduling and pipeline tracking