Complete your Insurance Applications automatically, with
one click of the mouse!
Imagine a client management program or insurance
specifically for the life insurance agency. This program is
available to affiliated producers of Termco-direct.
It allows you to track your leads from start to finish and
analyze your lead sources and producers. Automatically fill
insurance applications from your database. Order paramed exams
with one click of the mouse; generate form letters and
applications packages with ease. Easily track status on your
pending cases. A built in quote engine
allows you instant access to rates from multiple carriers.
Feed leads from
your web page or lead source directly to the database to eliminate the chore
of basic data entry. If
you buy leads, do the same with most vendors.
Follow cases from
start to finish, every step of the way with extensive reports
to follow prospects and clients in the database. Never lose a client
again, and keep in better touch with your current clients. Keep in touch with
applicants throughout the underwriting process. Set up alerts to
notify them on pending status either by telephone, email, or
Follow each lead
source (whether it's search engines, ad buys, or buying leads)
with profit ratios every step of the way to see what's really
making you money.
leads to agents or processors based on value, state, by last
name, or any other criteria you desire.
Print labels for outgoing applications or other
directly to the envelope, add the address to any form letter
for placement in window envelopes, export to excel, or print
to Avery labels. Do
you use an overnight carrier?
Fill out their labels as well.
Edwards at 800-588-1251 for information on how you can
integrate this program into your agency today!