Client Circumstances Change – Implement Regularly Scheduled Policy Reviews
Life changes...that’s why it’s critical you implement regular policy reviews to make sure your clients
still have the right products. InsurPro gives you a simple way to implement a
policy review program to ensure your clients always have the right level of
coverage and the right solutions in place to give them personal security.
Policy Review Dates
Every time you log in, InsurPro displays a list of policies with an upcoming
date. You can view a list of scheduled policy review dates for:
- The last 5 days
- The current day
- The next 5 days
- The next 15 days
- The next 30 days
Build Lasting Relationships
The relationships you forge with your clients are the lifeblood of your practice.
What better way to create enduring relationships than by remembering important
events in their lives? InsurPro ensures you won’t forget to acknowledge these events by providing you with a reminder of their birthdays and anniversaries and giving you a simple way to reach out to wish them well.
Create Birthday & Anniversary Reminders
- From within the contact record, use the calendar to enter the date of your client’s birthday and/or anniversary
- If you’d like to generate a congratulatory email, simply click the email icon to the right of the date
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.