Features

Agent Contact Manager © 2006 (ACM)

· Track closing percents by Date Range / Agent(s) / Policy Type(s) / Current Carrier(s).  Only track the quote you want to based on the lead source.

· Track Cross Selling of your most profitable policies.  Only track the quote you want to based on the lead source.

· Take quick strategic advantage when there are changes in the market; i.e. competitor “ABC” has a 20% vehicle rate increase.  Quickly identify which prospects have this carrier and the date their policy renews.

· Merge your self-created letters to the prospects/clients you choose.  This is handled entirely in ACM and doesn’t require a complicated process.

· Ensure your agents are quoting the best rate; your competition is.

· Agent “Created By” & “Assigned To” at the prospect level and quote level.  This allows the agent who entered the prospect to assign different policies to different agents and still maintain visibility.

· By Agent / Prospects track “Next Action” through the sales cycle.  Ensure tasks are performed when promised and not forgotten.

· Track “Lost Sales” reasons.

· Track “Cancelled Policy” reasons.

· New Business Log Report— Date range selection by agent(s).  Summery by agent; number of quotes & premium amount.

· Broker Payment Tracking Analysis Module.         Assists in ensuring compensation. By broker, track confirmation of commission receipts.  Fast and easy maintenance.

· Written entirely in MS Access.

· Easy navigation; from the Prospect Screen all quote types, additional drivers & customer search is 1 click away.

· Automatic field formatting, i.e. phone number, date and SSI#.

· To reduce the need for custom programming, most tables are user maintained; i.e. Construction Type, Lost Quote Codes & Lead Source Codes.

· Quickly identify where your leads are generated from and reward those sources.

 

Prospect  Master Form: