 |
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.
 |
Easily manage
and track all of your personal client relationships.
(1 Agent) |
FREE |
|
 |
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) |
 |
Pricing |
|
|
 |
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) |
|
Pricing |
|
|
 |
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) |
|
Pricing |
|
|
|
 |
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
) |
|
Pricing |
|
|
|
View Product Comparison Chart |
|
|
