Independent Insurance Agent
As an independent insurance agent, your long-term success depends on your ability to build meangingful relationships. Whether you're following new leads or building on existing relationships, you've got to identify, address, and fulfill each client and potential client's needs.
With dynamic organization and customization options, you'll be able to capture the kinds of details that earn trust and demonstrate your professionalism and personal concern. In essence, you'll be able to treat each client like a VIP and develop the kinds of relatioships that motivate your clients to refer you to the people in their networks to grow your insurance business.
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Organize contacts in custom Orbits, like groups, based on criteria such as the types of policies they have with you. As their interests and policies change, you're able to dynamically reflect those changes by moving contacts between Orbits or adding/deleting them from other Orbits.
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Any scheduled activity is automatically and chronologically added to their Contact Log. Review the Log to see the history of your interactions, noting key information, such as the last time you contacted them, or to follow up on the last conversation you had. You can also add notes manually to track details for future reference.
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View and manage the Orbits in which each contact is categorized. These distinctions may also help you identify the vipLinks or associations that exist between your contacts, giving you a 360 degree view of your clients and their networks.
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Tailor the custom user fields to track only the information you find pertinent to your business, such as type of policy, individual or family demographics, policy numbers, renewal dates, and much, much more. Creating custom user fields and drop-down pick lists, reduces typing and makes VIPorbit work the way you do...only better.
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