PowerAssist has bridged the implementation gap between Technology and Process with proven methods and measurable results!
KNOW WHERE YOU
ARE
With clients demanding more of our time with tighter revenues,
it is important that we take a look at the process of gathering and tracking
information on clients and prospects.
In the work we do with
advisors and brokers the same problems arise time and again with respect to
this important topic.
PLANS AND
OBJECTIVES
While you may not face all
five challenges, most are grappling with at least one. Client and prospect
information drives effective communication and marketing and it is as much
about what information we gather as how that information is used.
To help you
standardize, we have split this process into two components:
ü
Getting
started and
ü
Managing
the process.
GETTING
STARTED
1.
Identify all information that you want to
gather on your clients.
When you are thinking about what information you need, think in terms of three general categories. What information do you need to effectively service your clients (such as email address, client segment, number of meetings per year, retirement status etc.)?. What information do you need to effectively reward your clients (such as hobbies, favourite charities etc.)?. What information do you need to effectively market to your clients (such as cross-selling opportunities, date of last insurance review, product carried, renewals, carrier etc.)?
2.
Structure your contact management system to
include fields to track all appropriate information.
Information
can be tracked in either a 'field' or in the 'notes' section. For key data such as renewals, you need to
be able to merge a letter to all renewals for a time period and track the
follow up. For meetings, your want to
review what has been discussed and any team-member contact as a historical
review prior to the meeting.
3.
Create an automated report.
In your contact management system, set up a report that can be printed to show all relevant information on a client. This report can be printed prior to client meetings and updated over time. In addition to putting important client information at your fingertips during a client meeting, it will allow you to easily see what information is missing on any given client. Include a section that allows you to note 'next steps' directly onto the form.
4.
Identify standard information to be gathered
on all suspects/prospects.
From your full client profile, select the information that you will gather on all prospects in advance of a meeting. For example, you might want to ensure that you have entered name, address, age, marital status and occupation as a baseline. It is the job of whomever books the meeting to gather that information.
MANAGING THE
PROCESS
1.
Prior to each client meeting, print your client report.
2.
Update the client report during or directly after
the meeting to fill in some or all of the missing information and identify next
steps.
3.
Pass the client report to your assistant to update
your contact management system and execute the next steps. (Note that the next
time you run your report all the new information you gathered will show.)
4.
Double check that the next client meeting is scheduled.
As with many practice processes, the bulk of the work is in the set-up, rather than the management. That's a fundamental law of practice efficiency.
AdvisorPower™
The “PowerAssist” Technology Reflects
your Process
Get started today!
The EMPLOYEE BENEFITS MODULE has been designed to provide a
turnkey solution for MGA’s/ Agents needing to:
ü
Systemize Their Process
ü
Track Client Contact & Group
Policy/Product Information
ü
Automate Client Communications &
Meetings
ü
Track & Auto-Report Open Cases
& The Sales “Pipeline”
ü
Have A System That Has The Flexibility
For Long Term Growth
POWERASSIST TECHNOLOGIES INC.
PowerAssist
provides automated client and portfolio management solutions.
Call Toll
Free: (877) 769-3769
WHAT YOU GET
($9500 CDN for the
server/application + $750 per user ALL INCLUSIVE PACKAGE) + Tax
AdvisorPower™ Features Benefit
you with…
|
ü
Best Of Breed Software ü
Fully Customized For Employee Benefits ü
Full Implementation by a Certified AdvisorPower
Consultant™ ü
Automated Tools And Reports ü
Forced “Rules” On Data Entry ü
Full Training ü
Integrated With: o
Outlook 2000 For Automated Email o
MS Word 2000 For Automated Letters And
Renewals Notices o
Maximizer Enterprise 7.5 For Superior
Contact Management Such As: §
Full Client History §
Shared Calendars §
Email Merge §
Marketing Management §
Sales Management §
Reporting §
Shared Knowledge Base §
Company Library |
ü
Proven Technology that Works ü
FAST Implementation by Business Consultants
who KNOW your industry ü
Turnkey Reports to better manage your reps
and clients ü
Quick learning curve means faster ROI ü
Integration with Leading Software means less
training time with familiar software allowing you to focus on generating
efficiencies and better client communication services ü
Required Service & Licensing Plan $499 per annum per
office for effective ongoing management of the technology. ü Premium
Service Plans available |
Other
Services Available:
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Data conversion and upgrades ü
Further Customization of your unique Processes ü
Remote Synchronization ü
Offsite Data Back up ü
Custom Application Development (Software And Web) |
Optional Service Plan: Premium Service Plan with
quarterly visits, database maintenance and ongoing training $3500 per year. |
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