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
- Women say their advisors respect them, but talk down to them
- How PEPs compare with traditional 401(k)s
- Allianz studies why 42% of Americans retire sooner than expected
- Why advisors should be talking about life settlements
- Millennials are ready to bring their advisor to the family table
More Advisor NewsAnnuity News
- NAIC regulators continue pushing for annuity illustration updates
- Wink: Flat first-quarter annuity sales fall just short of $100B
- 26North Re Agrees to Acquire 100% of Independent Insurance Group
- Matthew Michelini named Athene president, with an eye on annuity growth
- Lincoln Financial Announces Executive Leadership Transitions
More Annuity NewsLife Insurance News
- AM Best Affirms Credit Ratings of CVS Health Corporation’s Aetna Inc. Subsidiaries
- AM Best Assigns Issue Credit Ratings to The Northwestern Mutual Life Insurance Company’s New Surplus Notes
- Prudential announces more layoffs as insurer continues to restructure
- Pradip Patiath Joins Securian Financial Board of Directors
- Over $107 million in life insurance benefits located for Tennesseans in 2025
More Life Insurance NewsProperty and Casualty News
- AM Best Upgrades Issuer Credit Ratings of National Security Fire and Casualty Company and National Security Insurance Company; Upgrades Credit Ratings of Omega One Insurance Company, Inc.
- It only takes one storm. Make sure insurance coverage is up-to-date
- GOVERNOR POLIS SIGNS LAWS SAVING COLORADANS MONEY ON HOMEOWNERS INSURANCE, SUPPORTING STUDENTS, AND EXPANDING PATHWAYS FOR NATURAL MEDICINE
- JOINT RELEASE: BILL TO MAKE PROPERTY INSURANCE MORE AFFORDABLE SIGNED INTO LAW
- Take these steps during and after a hurricane
More Property and Casualty News