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Effective client relationship management (CRM) improves your customers’
service experience and helps drive sales. Designed for ease of use,
the client management features of the Agency Management System allow
you to do more than just keep business critical client information.
The system allows you set up follow up action reminders, priority
status, enter customized notes, sales cycle categorizing, establish
multiple groups, and calendar scheduling.
In addition to the standard client information fields of entries,
the Insurance Agency Management System also will allow you to add
an unlimited number of new customizable fields. The Client Management
module can be tailored by you to keep all of the important information
that is relevant to your individual business.
Prospective clients, leads and referrals are also managed within
the system to help empower your sales to build stronger, more profitable
relationships with your prospects.
Portability is important. Your information can go on the road when
you do. Through a cell phone browser or personal digital assistant
(PDA), you are always in touch with up-to-date data and communication
tools.
Client management features:
- Easy to use.
- Contact information fields
- Prospect, lead and referral tracking
- Establish multiple groups
- Calendar scheduling
- Real-time business critical data.
- Customizable: add all the data fields you need.
- Portable: bring or access the information anywhere.
- Create actions and workflow.
- Enter personal notes
- Set alerts and priority status.
- Export or import the information to other programs.
- Share data with census files or carriers.
- Compatible with Core Document Management System for paperless document archiving
and retrieval.
- Upload a picture of your client to the system.
- Manage client relationships and households for more effective
marketing.
- Standard and ad-hoc reporting.
- Much more!
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Effectively manage client and policy information. |
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Enter notes, alerts and view transactions history. |
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Premium accounting, reporting and billing options. |
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Share info with census files or carriers and export or import other data. |
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Archiving, data backups on most media devices and disaster recovery procedures. |
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