ClientMaker: Client Relationship Management 

The Problem: Consumers are more likely to buy from companies they know. Advertising or direct mail is the obvious method for marketing your agency, but experience shows that prospects need to be exposed repeatedly before they recognize your agency name.  Unfortunately, the cost of recurring print advertising and direct mail campaigns - not to mention Web site hosting - can run you thousands of dollars a month.

The Answer: ClientMaker - the cost-efficient solution to online marketing, client acquisition and retention. ClientMaker is designed to provide immediate e-mail response to incoming leads, coupled with periodic follow-ups in order to shorten your sales cycle and improve your closing ratio. For example, ClientMaker is equipped with an auto-responder that responds to individual leads as they are delivered to your account. So, even if you are nowhere near a computer, each prospect receives a personalized welcome message from you.

Beyond the initial contact, you can improve client loyalty and retention through ClientMaker’s “high-touch” features. Not only can you keep notes regarding individual prospects and clients, ClientMaker also features an event-scheduler that allows you to create e-mail messages days, weeks or months in advance of their delivery. Once you designate an individual or group of recipients, ClientMaker will automatically send your messages on the date you specified. This enables you to “touch” each of your prospects and clients with important messages like personal birthday greetings, policy renewal notices and newsletters.

In addition, ClientMaker is equipped with a tool that allows you to filter your prospects according to age, gender, area code, state, insurance category (e.g., life, health, etc.) and other demographics. So, you can create messages or newsletters targeting specific groups for cross-marketing and up-selling.

To remind you of time-sensitive and mission-critical tasks, ClientMaker can even e-mail your daily action plan to you with links back to the appropriate client or group stored on your LEAD.NET account. ClientMaker does it all, so you can focus on what you do best: producing!

Learn how LEAD.NET generates qualified leads.
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