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CRM
Do you need a the Sales System CRM? YES!
I Am Out Of Leads, What Do I Do Now?
Email or Call Us Today For Details on the Sales System CRM
866-540-6797
We get it, being an insurance agent is not easy!
As a business owner you have to juggle many different roles. You’re a bookkeeper, a customer service rep, a tax planner and a computer and software technician just to name a few. But here’s the problem, all of these roles take time away from your most important role… SALES & MARKETING >>> seeing more prospects and closing more sales. Hey, being paid juicy commissions month after month is your ticket to the good life, right?!
We want to be your insurance lead provider so you never have to face waking up on Monday morning without any interested prospects to make presentations to!
To put our money where our mouth is we have already invested a great deal of time and money to create our SALES SUCCESS SYSTEM for INSURANCE AGENTS. We listened to the concerns of countless agents and then engineered an all-in-one Customer Relationship Management (CRM) designed to save you time and money
“I’m sick and tired of juggling email, calendars and maps, and whatever else just to try and stay on top of everything and I’m always afraid a hot prospect will fall through the cracks”
Finally a Lead and Client Management System
That Fits You Like a Hand in Glove!
Stop Wasting Time
Your SALES SUCCESS SYSTEM has the all the features you need so you have more time to CLOSE MORE SALES!
Sync your Google or Outlook calendars so you’re not double booking or losing track of your available time slots. Your system allows you to view both your personal and business calendar with one-click
One system for everything. Easily upload your current prospects or clients into your CRM. You can then email all of your leads and clients from within your system. You can even keep detailed notes for each person.
STOP wasting your valuable time. Our system includes “Mobile Mapping”. Your leads are automatically uploaded into your Success System and those leads appear on a map. Now you can schedule your appointments to save you time and gas and see more prospects.
Set yourself apart with the power of a greeting card. Seniors appreciate the thoughtfulness when someone sends them a card. You don’t have to tell them that it only takes a couple of clicks and your “Thank You” or, “Happy Anniversary” or, “Sorry I missed you” card is in the mail!
Need to send a follow-up letter? You betcha! Access your dashboard, choose one of our proven follow-up letters and press SEND. Our system will print your letter insert it into an envelope and send it 1st Class mail. Show your prospects and clients you are both professional and you care!
Track your R.O.I. Keep an eye on your leads vs. presentations vs. closed sales with our easy to read color charts
Your Sales Success System Does Even More!
Edit your lead information and keep detailed notes
Contact your leads directly from the CRM
Upload leads from other sources
Export lead data or print out a copy
How Would You Like to Enjoy All of These Features ABSOLUTELY FREE?
IT’S EASY – just place your first lead order and then order consistently thereafter (minimum every other month)
and we will hand you the keys to the Sales Success Kingdom – ABSOLUTELY FREE!
WE WANT YOUR BUSINESS FOR THE LONG-TERM AND ARE WILLING TO INVEST IN YOUR SUCCESS
If You don't need to keep your pipeline full of hot leads and only need an incredible CRM designed for you as an insurance agent?
$12 Month - Cancel Anytime
Email or Call Us Today For Details
866-540-6797
Click Below To Learn More About Our Insurance Leads And How You Can Have a Steady Flow of Hot Prospects?
