Client Manager saves you time and your client’s money. Easily store client information and create manageable segments based on key demographics. Run new quote options for each segment with the click of a button. Be proactive when it comes to your client’s changing needs with the products that best fit their budget.
Create & Upload Lists
Store contact information, quote parameters, and current plan details. Quickly generate a quote and save quote history.
Spend Time on What Matters Most: Your Customers
Client Manager is a feature of MarketAdvisor: store names, contact information, date of birth and current plan details. Quickly generate a quote and save quote history.
Use easy filtering process to create targeted clients clients by demographic and/or plan details.
Reduce the amount time reacting to customer service issues and more time on retention by ensuring your clients always have the best product solutions available.
The system determines the lowest premium options for an entire client segment with the push of a button.