When life insurance companies look at the cost of acquiring new business, it is very clear that the processing of a paper application is much more expensive than one submitted electronically. Over the past several years, several companies have offered proprietary on line submission programs on a voluntary basis with varied success. Led by Genworth Financial, we are now seeing what looks to be the next step in the transition from paper to electronic submission of life applications.
It is our belief that other companies will follow Genworth Financials lead in requiring on line submission of applications and to assist agents and brokers in this process, Affiliated Marketing and it's partners have developed DataRaptor.
DataRaptor is the most revolutionary and robust insurance sales system in the world. Designed with the insurance professional in mind, DataRaptor is more than a typical CRM (Customer Relationship Management) system – it is an evolutionary change in the way insurance is sold!
Personalized e-marketing website
Field underwriting & suitability tools
Quote and Submission for multiple companies
A consistent one page application for all carriers
Nurture campaigns for leads and clients
Automated follow-ups based on lead status
One click data transfer to forms & applications
Task & event tracking
Integrated case status & notes
Click-to-call dialing
Incorporated text messaging
Detailed sales reports
By adopting a proven method of working smarter – not harder – you can maximize the value of every lead and client, too! Based on an intuitive, web-based design, the DataRaptor Sales Management System was built by top producers to provide the tools you need to succeed.
Top insurance producers have an edge based on a systematized, automated approach to managing their business. They sell more, earn more, and have happier clients because they effectively :
track leads and sales opportunities
minimize non-revenue generating task
automate marketing, lead generation, and sales functions.
Contact Ed Massey or Steve Gresso at 713.977.0611 for information or to obtain your personalized DataRaptor Program.
Are You Guilty?
A recent article on the Insurance Forum by John Graham points out 22 behaviors that bother prospects and hamper your ability to make a sale. We are all guilty of some if not all of them at various times and acknowledging and then eliminating them will help you increase your sales success. The complete article can be read by clicking here.
Protecting Client Information With Encryption
Many of you recently received an email from Blue Cross/Blue Shield that indicates your contract requires the encryption of client information in your possession. Beyond compliance with your contract, the fines that can be levied on the state and federal level in the event of an unauthorized party gaining access to client information can be substantial.
If you are not familiar with how to encrypt and protect your client data, we would recommend that you look at the free open source program named Veracrypt which can be downloaded from their website. We use it and will be happy to offer our assistance in helping you get your client data protected.
Contact Ed Massey at 713.977.0611 for assistance.
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