A User-Friendly System
- At your fingertips, any web-connected computer.
- Logical, user friendly menus and screens.
- Content is customized for your organization, making the system an exclusive for your people.
- Content is personalized for individual sales people, but activity can be administered on their behalf.
- Excellent data management and lead follow-up capability.
- All data is encrypted and stored on secure servers.
- "Resources" include low-cost gift options.
New Marketing Power
How technology and common sense give you amazing new capabilities
Build Relationships: Your sales team is in personal touch with clients, including photos and personalized messaging. Touches can include birthdays and holidays as well as "business" related.
Highly Targeted Messaging: Touches can be tailored to age, family status, currently held policies, and more. (Lets talk possibilities.)
Auto-Marketing: The system helps busy people do the important follow-up that sometimes doesnt happen.
X-Date Follow-Up: Automatic follow-up, multitouch, email and cards, beginning a specified number of days before expiration or effective dates.
Cross-Sell: Our system supports highly targeted cross-sell: lines not yet purchased from us; targeting by age, family status, etc.
Retention Dialog: Messaging can make it clear that clients should talk with us before making a decision to go with a competitor. We offer all the alternatives they need!
Prospect Follow-Up: Stay in touch with those considering the decision to sign-up. Can also use the X-Date system to trigger touches based on expiration of competitive policies.