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Agent automation:
Agent Intelligence automation will help you track
leads and prospects through your pipeline by incorporating
an automated selling cycle, automatically widening
your sales funnel. Now you can capitalize on all
your potential deals and increase your closing ratio.
Boost your personal and organizational sales while
automatically strengthening and building profitable
relationships. Managing your activities is the key
to learning your clients buying cycle and agents
intelligence will easily help you manage all of
your activities.
Reporting and Analysis:
Keep track of your progress and sales. Easily chart
and compare your sales progress. Gain valuable insight
into your customer relationships and business. Easily
export your data for additional integration or analysis.
Knowing where you are will help you get to where
you want to be.
Customer Relationship manager:
Knowing your clients is the key to additional and
add-on sales. Now you can have all the information
that you need to know about your clients and prospects
right at your fingertips. Never again miss the opportunity
to touch your clients on important days such as
a clients birthday and build strong client loyalty.
Agent Intelligence takes a client-centric approach
that will help send your success sky rocketing.
Marketing:
Its time to translate your client knowledge into
tools that support your sales. Traditional sales
cycle ends at the point of purchase, however the
buyer cycle extends beyond the initial point of
purchase. Agent intelligence provides 24/7 automated
cross selling and up selling to your clients. Never
miss the buying opportunity window again, and be
there when your clients are ready to purchase.
Agent Intelligence™ is an internet based management
solution that incorporates a subset of tools that
simplify the administration of the insurance business
on separate but related levels. This solution provides:
- Backend administration
of the business by the agency – entering,
searching, updating policies administering
outstanding's, creating new users on the
system, provides an instant messaging feature
used to communicate with all agents and
managers and produces reports used to manage
the business based on the policies and agent information
entered.
- Backend management tools
for a manager to track the progress of the
agents assigned to him in the system.
- Front end tools specifically
designed to track an agents business – tracking
prospects, maintaining a client address book,
cross marketing to increase sales of other
products, automatic client birthday reminders,
centralized policy outstanding notification with
instant messaging features to communicate
results back to the home office, integrated
marketing that merge to an agents specific client
address book eliminating the need to use
Microsoft Word to perform a mail merge…etc.
- Printable documents –
resources an agent might need on the road.
- Full agent contact manager.
Technical Specifications:
- Web based – accessed
through an Internet Explorer 5.0 + compatible
browser.
- Operating system and platform
independent – accessed through any operating
system using Internet Explorer.
- Accessible anywhere internet
access is available.
- Database, System and individual
user password security.
- Proprietary database backbone
using secure Active Server Pages.
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Easily manage
and track all of your personal client
relationships. (1
Agent) |
FREE |
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Manage your
prospects and clients in addition to
having a back office policy administrative
capability that tracks commissions and
policy status(1 Administrator, 1 Agent) |
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Pricing |
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In addition
to the above features you can keep track
of your down line. Track 50 additional
producers and see how their business affects
yours. (1 Administrator,
1 Agent) |
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Pricing |
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Provides
a comprehensive front end and back end
solution that manages all of your sales
force automation, marketing business processes,
and customer support into one integrated
solution. (5 Administrators,
5 Managers and/or Agents) |
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Pricing |
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Provides
a comprehensive front end and back end
solution that manages all of your sales
force automation, marketing business processes,
and customer support into one integrated
solution.(10 Administrators, 10 Managers
and/or Agents. Additional Users
and Customization Available ) |
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Developed using the
following Microsoft products and platforms:
ASP
ASP.NET
VB.NET
MS SQL
Internet Explorer 5.5 and up
Upcoming Products
Backup Intelligence: web based document sharing
and backup software
estimated launch date January 15th 2007
Agent Intelligence V4
estimated launch date February 1st 2007
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