Marketing and Contact Management

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pageltd
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Posts: 139
Joined: Wed Jan 25, 2012 7:05 pm

Marketing and Contact Management

Post by pageltd » Fri Jun 14, 2019 11:29 am

One question for today:

Do you maintain "leads" or "prospects" in the same database as active clients?
George Page
www.pageins.com

JohnnyLaw
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Posts: 41
Joined: Tue Jun 12, 2012 11:03 am

Re: Marketing and Contact Management

Post by JohnnyLaw » Tue Jun 18, 2019 10:39 am

My agency uses Allied/Doris software. It has the ability to add named insureds in client, prospect, or all, buckets. And is easy to move a risk from one to another, example when a company goes out of business, etc.

pageltd
Insurance Journal Addict
Posts: 139
Joined: Wed Jan 25, 2012 7:05 pm

Re: Marketing and Contact Management

Post by pageltd » Tue Jun 18, 2019 10:43 am

JohnnyLaw wrote:
Tue Jun 18, 2019 10:39 am
My agency uses Allied/Doris software. It has the ability to add named insureds in client, prospect, or all, buckets. And is easy to move a risk from one to another, example when a company goes out of business, etc.
Thanks. So, your answer is that you do use the SAME management system to manage clients AND prospects. Is that right? Do you maintain ANY other database to store/use/manage prospects for any reason?
George Page
www.pageins.com

JohnnyLaw
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Posts: 41
Joined: Tue Jun 12, 2012 11:03 am

Re: Marketing and Contact Management

Post by JohnnyLaw » Tue Jun 18, 2019 10:47 am

Yes I use the same system for all accounts, which has capability of making notes, accounting, etc. Full disclosure though I also keep folders on all accounts that are active which would include emails from customers, underwriting, etc.

pageltd
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Posts: 139
Joined: Wed Jan 25, 2012 7:05 pm

Re: Marketing and Contact Management

Post by pageltd » Tue Jun 18, 2019 10:51 am

JohnnyLaw wrote:
Tue Jun 18, 2019 10:47 am
Yes I use the same system for all accounts, which has capability of making notes, accounting, etc. Full disclosure though I also keep folders on all accounts that are active which would include emails from customers, underwriting, etc.
Folders outside the management system, right?
George Page
www.pageins.com

JohnnyLaw
Insurance Journal Addict
Posts: 41
Joined: Tue Jun 12, 2012 11:03 am

Re: Marketing and Contact Management

Post by JohnnyLaw » Tue Jun 18, 2019 11:07 am

correct, folders created in outlook

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