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Insurance agency software
vasefox
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0
10-15-2009 12:02 AM
43 views
tags:
insurance agency software
,
web based crm software
,
insurance broker software
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<div style="margin: 12px 0px; font-family: arial; color: #333333; background: #ffffff; border: solid 4px #e5e5e5; width: 100%; clear: left;"><div class="CM_CTB_Content_Wrap" style="margin: 0px; padding: 0px;background-color: #ffffff;"><div style="border-bottom: solid 1px #dcdcdc; white-space: nowrap; margin-bottom: 8px; background-color: #eeeeee ;background-image: url(http://clipmarks.com/images/source-bg.gif); background-repeat: repeat-x; height: 24px; line-height: 24px; vertical-align: middle; padding-bottom: 4px; color: #666666; font-size: 10px;" ><a href="http://clipmarks.com/clip-to-blog/" title="see clips that are hot right now"><img src="http://content.clipmarks.com/blog_embed/971ef68f-abaf-4aac-85d1-06491a4d331c/116A8BBF-5C02-4F08-B598-AEF64B22A4B7/" alt="" width="19" height="19" border="0" style="vertical-align: middle; margin: 0px 4px; display: inline; border: none; float:none;" /></a>clipped from <a title="http://www.ezdata.com/products/professional.shtml" href="http://www.ezdata.com/products/professional.shtml" style="font-size: 11px;">www.ezdata.com</a></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><div align="center"><img src="http://content8.clipmarks.com/blog_cache/www.ezdata.com/img/D918C85E-85C9-4F1E-976F-31D1BEDE288F" alt="E-Z Data, Inc." /></div></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><div align="center"><img src="http://content9.clipmarks.com/blog_cache/www.ezdata.com/img/E775DC1B-9E90-450E-BEE6-FFEFF5274C84" alt="Insurance Agent CRM Software" /></div></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><P>This SmartOffice CRM solution is designed to address the very specific needs of insurance agents.</P></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><table background="undefined" bgcolor=""><tr><TD valign="top"><B><FONT color="#000000">Marketing & Sales:</FONT></B> <FONT size="2">Identify and act upon opportunities with new and existing clients</FONT></TD></tr></table></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><table background="undefined" bgcolor=""><tr><TD valign="top"><B><FONT color="#000000">Customer Service:</FONT></B> <FONT size="2">Deliver consistent value to retain happy clients and generate referrals</FONT></TD></tr></table></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><table background="undefined" bgcolor=""><tr><TD valign="top"><B><FONT color="#000000">Policy Tracking:</FONT></B> <FONT size="2">Manage all types of policies, including share balances for variable life policies</FONT></TD></tr></table></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><table background="undefined" bgcolor=""><tr><TD valign="top"><B><FONT color="#000000">Reporting:</FONT></B> <FONT size="2">Provide your clients with consolidated financial reports</FONT></TD></tr></table></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><table background="undefined" bgcolor=""><tr><TD valign="top"><B><FONT color="#000000">Compliance:</FONT></B> <FONT size="2">Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments</FONT></TD></tr></table></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://www.ezdata.com/products/professional.shtml"><table background="undefined" bgcolor=""><tr><TD valign="top"><B><FONT color="#000000">Business Organization:</FONT></B> <FONT size="2">Transform your entire business into a manageable, shareable frameworks</FONT></TD></tr></table></blockquote></div><div style="margin: 0px 6px 6px 4px;"><table style="font-size: 11px;border-spacing: 0px;padding: 0px;" cellpadding="0" cellspacing="0" width="100%"><tr><td style="background:transparent;border-width:0px;padding:0px;"> </td><td align="right" style="background:transparent;border-width:0px;padding:0px;width:107px" width="107"><a href="http://clipmarks.com/share/116A8BBF-5C02-4F08-B598-AEF64B22A4B7/blog/" title="blog or email this clip"><img src="http://content6.clipmarks.com/images/c2b-foot.png" border="0" alt="blog it" width="107" height="17" style="border-width:0px;padding:0px;margin:0px;" /></a></td></tr></table></div></div>
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