Tackle Your Hectic Schedule
With InsurPro's Calendar Management Features
When you use InsurPro you won’t have to keep a separate system for managing your busy schedule. That’s because
StarterCRM not only stores your critical client and prospect information,
but also it includes a powerful calendar and task management functionality.
Calendar & Scheduling
- Schedule client meetings
- Create reminders for important appointments
- Create client and prospect related tasks and assign them to other members of your practice
- Maintain a history of your interactions with your clients and prospects.
- View policy review dates
- See client birthdays & anniversaries
Go Mobile...Access Your Schedule Anywhere, Anytime From Any Device With An Internet Connection
You can choose to print you schedule or access your InsurPro calendar from any data-enabled device.
Our Small Business Pledge
A subscription to StarterCRM, a product of StarterSuccess, is more than a
subscription to an online software solution for you business. It’s the first
handshake in a long lasting business relationship.
StarterSuccess employs professionals in business development, marketing, HR, finance and social media to assist
you and your business build success.
Pick up the phone, write a letter or send an email; our experts are here to answer your questions not only about
the products we provide but also common business questions that you
might have – StarterSuccess. Here to help you succeed.