ClientConnex launches their Client Relationship Services™
ClientConnex launches their Client Relationship Services™, having been tested and proven for over 3 years, all designed to increase agent revenue.
San Diego, CA - October 14, 2009. ClientConnex recently launched their Client Relationship Services™, designed to increase agent revenue and productivity. ClientConnex offers three distinct services:
Expansion - How many new clients would you like to have? Would you be willing to meet pre-qualified prospects that are looking for a new advisor? Receive up to 30 one-on-one dining appointments with pre-qualified prospects, including back office support, incoming and outgoing phone calls, referral collection, and much more.
Retention - Are your clients speaking to another Advisor? Would you be willing to build and strengthen the relationship with your current clients, and receive referrals? Includes a personalized letter mailed to your clients and prospects, a dedicated 800 number, back office support, incoming and outgoing phone calls, referral collection, and much more.
AutoPilot - Are you focusing your time on closing business? Would you be willing to simplify your business, communicate with your clients better, and save time, allowing you to focus more on closing business? Receive full back office support, including CRM setup and management, referral collection, a personalized website, creation and management of social media accounts, blog, eNewsletter, and much more.
About ClientConnex - Expand your business, improve your relationships, increase your productivity. Visit us at: www.clientconnex.com
To setup a web presentation, please contact us at: [email protected]
Gamers Can Test Their Driving Skills with New Online Game from Progressive
Verizon Business Powers Immersive Video Communications for The First American Corporation; Cisco TelePresence Over Verizon Private IP Helps Largest U.S. Provider of Business Information Reduce Business Travel, Meet Environmental Goals
Advisor News
- What advisors must know about accessible client documents
- Your client texted. Now what? The compliance rules advisors better know
- Helping small-business owners build, grow and exit
- Help women break through their retirement roadblocks
- Advisors await SEC decision on Vanguard fair fund distribution
More Advisor NewsAnnuity News
- Wink: Annuity sales post strong Q2, led by MYGAs and structured products
- Legacy Marketing Group partners with Malibu Life USA for annuity launch
- Best’s Market Segment Report: Global Life/Annuity Reinsurers Remained Poised for Steady Growth
- When technology becomes easy to rent, what still separates life and annuity carriers?
- Legacy Marketing Group® and Malibu Life USA Announce Distribution Partnership for New Fixed Indexed Annuity Platform
More Annuity NewsLife Insurance News
Property and Casualty News
- AI isn’t replacing agents, but it’s changing their value
- Car insurance company with history of consumer complaints to pay Illinois over $200,000
- DC Leads Multistate Enforcement, Joins $15.5 Million Settlement With Mortgage Servicer Over Force-Placed Insurance
- Who should get flood insurance?
- State Auditor James Brown Permanently Revokes License of Kalispell Bail Bondsman Accused of Using Position to Exploit Montanans, Including for Sexual Favors
More Property and Casualty News