https://completemarkets.com/Article/article-post/157/Database-Marketing-High-Tech-Selling/
Database Marketing - High-Tech Selling
Loo...duction will interest you in trying database marketing, if you have not done s...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/791/Managing-A-Client-Database/
... Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Managing A Client Database 4/30/2013 12:00:00 AM by CompleteMarkets Editor , LuNell Gilliland This content has not been rated yet. Most agencies are automated, some even using their second or third generation of automation. Many agencies load their policy data into the system, interface with their carriers and rarely access their paper files. Few agencies, however, are taking advantage of a well-managed client ... When you meet with your representatives you'll be able to discuss your submissions and support your conclusions with facts. Last of all, your client database provides you with the information you need to make intelligent business decisions. You can manipulate the data to determine what business is most profitable and least profitable. During the depression, catalog companies, such as Sears and Ward's began to feel the crunch. They developed a formula for working with clients that is still used today: R-F-M (recency, frequency, monetary) . The theory is that your best customers have purchased something from you recently, do business with you frequently, and spend more money with you than your average client. Without an automated database, determining this information could be awfully time-consuming. However, with a well-managed client database, you ...
https://completemarkets.com/Article/article-post/791/Managing-A-Client-Database/
Managing A Client Database
Most agencies are automated, some...r client base.
Managing your client database enables you to cross-sell your ac...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/13/How-To-Find-Good-Qualified-Prospects/
... service, but if you're approaching the wrong people, your best will be wasted. What kind of an edge can a good prospect list provide? Well, let's say you want to sell a revolutionary new policy that you've developed for welding distributors. You're looking for leads for a direct-mail piece and a follow-up telemarketing campaign you've devised. No problem. Someone has gathered precisely the sort of business information database you need, and they're willing to sell you the names of all the welding supply distributors in your area. Indeed, any number of lists and databases are available in almost numbing variety and detail-and most are reasonably priced. Lists of almost every conceivable description, affiliation, and category are out there. All you have to do is figure out where to find them. Where do all these ... yet. One of the key ingredients for a successful marketing program is a good qualified prospect. You can have the best insurance program, the best price, or the best service, but if you're approaching the wrong people, your best will be wasted. What kind of an edge can a good prospect list provide? Well, let's say you want to sell a revolutionary new policy that you've developed for welding distributors. You're looking for leads for a direct-mail piece and a follow-up telemarketing campaign you've devised. No problem. Someone has gathered precisely the sort of business information database you need, and they're willing to sell you the names of all the welding supply distributors in your area. Indeed, any number of lists and databases are available in almost numbing variety and detail-and most are reasonably priced ...
https://completemarkets.com/Article/article-post/7/Find-Prospects-By-Using-The-Internet/
...the sort of business information database you need, and the owner of this database is willing to sell you the names of ...s of sources, including proprietary databases, magazines, newspapers, and indu...
https://completemarkets.com/Article/article-post/5/Find-Prospects-By-Using-The-Internet/
...the sort of business information database you need, and the owner of that database is willing to sell you the names of ...rces, including various proprietary databases, magazines, newspapers, and ind...
https://completemarkets.com/Article/article-post/708/Retaining-Lifetime-Customers/
...'s critical for brokers to adopt database management systems.
Database management turns raw consumer data i... in, garbage out' really applies to database management.
While this is being ...
https://completemarkets.com/Article/article-post/92/Offense-Or-Defense-Converting-Management-Problems-To-Opportunities/
...s an up-to-date, credible agency database impossible; and puts several differe...or likely candidates in your client database, and use your system's marketing ...
https://completemarkets.com/company/the-harrison-group/Articles/content-package/Member-Content/TabCategory/article-post/2579/OLife-in-the-Here-and-Now/
... insurance and income investments; and needs-analysis programs process these facts to calculate how much Life insurance is needed by a customer. Next, illustration software reveals the costs and benefits of Life insurance over a certain period in different variations and amounts. Finally, the final recommendations are presented in a proposal package to the customer. This all happens before the sale! Once a customer buys insurance, agents use database programs to manage many categories of information about customers and their families. Thanks to these software programs, agents can prospect and quote new business faster than ever. As in Property/Casualty offices, index cards and rate pages have been replaced by laptops and disks. Total agency-management software programs are available for Property/Casualty agents. This is not true for Life agents, whose software programs come ... different vendors. Even though applications are written by developers who specialize in specific application categories and agents can choose from various individual software programs, these programs do not communicate with each other. Because of this software incompatibility, agents must reenter data from the contact-management program into the fact-finder and needs-analysis programs, and so on. OLifE Steps Up to the Challenge In 1994, some of the leading Life insurers and software vendors came together to solve the communication problem. Their goal was to find a way to integrate data that could be used by all the various programs. The solution was an object-based technology that allows applications to communicate right on the Life insurance agent's desktop. The result is OLifE, which today is up and running, allowing software packages to share common data. Using Microsoft's OLE platform, ...
https://completemarkets.com/company/ase-insurance-services/Articles/content-package/Member-Content/TabCategory/article-post/2579/OLife-in-the-Here-and-Now/
... insurance and income investments; and needs-analysis programs process these facts to calculate how much Life insurance is needed by a customer. Next, illustration software reveals the costs and benefits of Life insurance over a certain period in different variations and amounts. Finally, the final recommendations are presented in a proposal package to the customer. This all happens before the sale! Once a customer buys insurance, agents use database programs to manage many categories of information about customers and their families. Thanks to these software programs, agents can prospect and quote new business faster than ever. As in Property/Casualty offices, index cards and rate pages have been replaced by laptops and disks. Total agency-management software programs are available for Property/Casualty agents. This is not true for Life agents, whose software programs come ... different vendors. Even though applications are written by developers who specialize in specific application categories and agents can choose from various individual software programs, these programs do not communicate with each other. Because of this software incompatibility, agents must reenter data from the contact-management program into the fact-finder and needs-analysis programs, and so on. OLifE Steps Up to the Challenge In 1994, some of the leading Life insurers and software vendors came together to solve the communication problem. Their goal was to find a way to integrate data that could be used by all the various programs. The solution was an object-based technology that allows applications to communicate right on the Life insurance agent's desktop. The result is OLifE, which today is up and running, allowing software packages to share common data. Using Microsoft's OLE platform, ...