• Learn and Use InsCONTACT the Same Day:
Unique movie-style training included...you'll be up and running
the same day!
• Appointments and Tasks Manager:
Upon startup of software, daily "Status Report" displays: Reminders
of the day's appointments, calls to be made, urgent tasks and letters
to be mailed.
• Automated Must Return "Call Back" List:
From initial phone contacts, mailings, appointments, sales. Never
miss another callback again!
• Powerful Prospecting Tools:
Search over 18 separate financial and insurance items from prospect/client's
existing information. Search your entire database for maturing CDs,
upcoming birthdays, life insurance, annuities...and more!
• Internal Word Processor
Create mail-merge letters (pre-written editable letter templates)
and labels for large groups or individuals. Literally done in seconds
with just a few clicks of your mouse.
• Contact Manager:
Complete prospect/client's information including multiple policies,
make quick notations (without great typing skills).
• Appointment and Task Calendar:
View daily, weekly and/or monthly.
• Activity Reports/Closing Ratios:
Automatically tracks activities and calculates closing ratios: calls-made
to appointments-set, appointments-seen to appointments-sold, and
appointments-sold to delivered-policies.
• Leads Manager and Organizer:
No more paper based leads! Leads quickly categorized and sorted
in InsCONTACT.
Available at your fingertips multiple search options:
Leads categorized for morning and evening callbacks. Retrieve groups
by category. The inherently inefficient stacks of leads and
sticky notes are gone. Plus, if you have a laptop, you'll
take your entire database records on the road, so you can fill in
any down time with extra appointments.
• Commissions Tracker (wow)!
Calculate commissions: by agent, week, month, year, company and customer!
