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We at Profit Makers, Inc. have partnered with Agents Advisor software offered through PROsystem. This software is specifically designed to meet the needs of agents and managers in the insurance and financial industry. While this software is intended for use in coordination with the Profit Makers System, it can be utilized by anyone in our industry today.
Making the decision to purchase some kind of database and tracking software proves to be monumental for many of us in our industry. For most of us, software design and implementation is not our expertise. In order to assist you in working with our sales and marketing system, we would like to introduce:
ADVISORS ASSISTANT...A world class Client Management System. Top producers all over the world recognize that in today's challenging marketplace, If You Don't Contact Your clients On a Regular Basis - Someone Else will. Advisors Assistant has been developed over the past 23 years by listening to indusry leaders and providing them with what they've needed to stay at the top of their
game.
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Management of your database
Contact Management
Insurance Management
Portfolio Management
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Contact Management
Track business
partner, prospects, clients, vendors and
store
an unlimited number of addressesd, phone numbers,
and emails for each person
Pull out specific
groups of people for marketing purposes -
seminars, workshops,
client expriences, birthdays - merge
print
letters, envelopes, labels, cards or emails.
Unlimited notes for
each person - store important
information
about each
person, enter follow up dates and be reminded
when
and why to contact
this person in
the future.
Multi-faceted
calendar tracks appointments, review dates, follow
ups, and more; has
pop-up reminders, prints reports, and allows
you to assign tasks to others.
New Business
Tracking allows you to add action items to each
contact and assign
follow-up tasks relating to each action -
you'll
know where each
contact is in the sales process.
Discover how easy it is
click on
Features.
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