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/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/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/241/10-Basic-Planning-Initiatives-That-Will-Add-To-Your-Bottom-Line/
...y.
10. Evaluate your prospect database. If you do not have a formal program...insurance is to be sure your client database is always up to date with telepho...
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/Article/article-post/204/Working-Your-Plan-For-Renewals/
...the activity log in the client's database indicating the status of the renewal...Update profile. Revise the client's database to indicate new policy numbers (i...
https://completemarkets.com/company/raley-watts-oneill/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, ...