Client Manager saves you time and your client’s money. Easily store client information and create manageable segments based on key demographics. Run new quote options for each segment with the click of a button. Be proactive when it comes to your client’s changing needs with the products that best fit their budget.
Create & Upload Lists
Store contact information, quote parameters, and current plan details. Quickly generate a quote and save quote history.
Create Client Segments
Use the easy filtering process to create targeted list of clients by a number of demographics and current plan details.
Quote Multiple Clients
Determine the premium options from your selected group of carriers. Compare current premium to new quote results. Save and export.
Spend Time on What Matters Most: Your Customers
Client Manager is a feature of MarketAdvisor: store names, contact information, date of birth and current plan details. Quickly generate a quote and save quote history.
Use easy filtering process to create targeted clients clients by demographic and/or plan details.
Reduce the amount time reacting to customer service issues and more time on retention by ensuring your clients always have the best product solutions available.
The system determines the lowest premium options for an entire client segment with the push of a button.
