Customer Resource Management

Hassle-free Contact Lists:

Detailed list of who you called, the last contact date, your next contact date and some notes
about the call for both you and your sales staff.  Kept up-to-date as each proposal is entered,
and easy updates of subsequent calls.  Reports are push button, not hours of staff time.

Lookback Function:

You had some clients on the fence last year.  Who were they?  What was the contact name and
phone number?  We feature these reports at 6, 12 and 24 month periods.

Optimize Callback Success With Workers' Comp. Renewal and Health Renewal Tracking:

Timing is everything.  If you call when a prospect's comp. or health is being renewed, you going
to get more appointments, more proposals than you do with random calls.  We store and track
this data and provide you with a list of best times to follow-up.