Organize and systemize with ClientPro
How much more effective could you be with a superior organization system?
Would you write more business if your follow-up was systematized rather than sporadic?
Does your system send you policy anniversary reminders, birthday reminders, reminders to follow-up on illustrations and proposals?
ClientPro, LifePro's Financial Services Producer Customer Relationship Manager (CRM), combines an easy to use scheduling system with real-time case status updates on business done with any of our 75+ carriers. Track your progress, segment contacts for marketing, and stay on top of what's going on for all of your clients. With ClientPro you'll always know what you've done yesterday, what you're doing tomorrow, and what LifePro's doing to help you today.
Broadcast your message with MarketPro
Broadening your prospect base and repeating your story to your existing clients are the most important things you have to accomplish in a week.
That and making prospecting calls, running appointments, building illustrations, closing deals, delivering policies, furthering your education, staying on top of industry trends, making sure you're being paid properly, keeping licenses current, getting the necessary CE credits.
Right?
That's why we've built MarketPro. MarketPro is an online collection of customizable flyers, postcards, websites and business cards. Marketing materials that market your business to your clients. Creatives that engage your prospect base while promoting yourself in a favorable manner.
Strategies and solutions from marketing experts.
Tired of trying to figure everything out on your own?
Let our in-house marketing experts help. We have insurance producers on staff who've been there, done that. We'll tell you what works, we'll tell you what doesn't, and we'll help you tell your story and define your role in your clients' lives.
