SALESPRO Opportunity Builder

The core functionality of each of SALEPRO’S nurture marketing modules is the same. Our goal is to replace what is traditionally an exceedingly complex and often neglected undertaking with a highly sophisticated, user-friendly automated insurance marketing service, and offers you options that are only related to where the prospect is throughout the relationship-building process. Using sophisticated technology, the system keeps your name in front of the prospect from the initial touch point through to the buying-decision stage.

Over the past 14 years, hundreds of our clients have enjoyed an impressive increase in appointment-setting and revenues by using SALESPRO. They have discovered the key to successful selling is far more than natural talent; it requires a disciplined and structured approach to attracting a prospect's attention and effective lead management sales.

If you’re not making your goals and missing sales opportunities, most likely you have fallen victim to a "feast or famine" pipeline rollercoaster caused by reactionary marketing. Most sales professionals simply accept this as common to our trade without fully understanding the cause is an ineffective use of time.

According to the 2005 Productivity Report, conducted and published by Proud Foot Consulting, (one of the world’s leading providers of management consultancy services), the average salesperson spends only 21% of their time actively selling to or prospecting for customers.

Think for a moment - how much of your time do you spend prospecting or selling in a face-to-face meeting? If you don’t know, chances are you are time-starved and busying with all-consuming non-income producing tasks.

Personalized Marketing Solutions

SALESPRO Opportunity Builder is a proactive marketing solution designed for Property & Casualty, Employee Benefits, and Personal Lines insurance producers.

SALESPRO is Not a CRM, a drip-marketing tool or classed as SalesForce Automation. Rather, SALESPRO is a prospect opportunity builder that strategically guides your communication through the entire marketing life cycle.

SALESPRO is launch-ready out of the box. However; you may customize all or part of the processes to fit your individual needs, for example:

• The content of communications to your audience;
• Your delivery mode; letter, fax, email, drop by or combined format types;
• Your desired communication intervals; number of contacts per year and space between deliveries. The system is built with five years of continuous nurture communications and three years of client communication;
• Do you want to use appointment reminders; if yes, by fax or email;
• When do you want to begin calling for an appointment; a few months after the renewal, mid-term or a few months prior to renewal. Lead time is adjustable per contact from 16 months out to one month out.
• Your salutation; first name or formal name or combination;
• Desired performance thresholds; dashboards proactively inform management of key performance indicators;
• Will you outsource part or all of your calling; if yes, type of calling needed and to whom;
• Do you have select contacts you desire to call personally; outsourcing all others to a call center;
• Aid caller overcome objections with value statements; unique value, product or services you offer, your skill or designations, like business-clients in the prospects area.

Relational-Based Campaigns

RSP has painstakingly pre-configured, targeted insurance-specific, campaigns to maintain communication through-out the entire sales and client retention cycle.

Well-though-out campaigns show prospects, centers of influences, and clients your commitment, attention to detail, and your desire to serve them by doing what you say you’re going to do when you said you would.

SALESPRO encourages cross marketing by allowing multiple users within the same agency to market and cross-sell to all lines simultaneously and without duplicating a communication to the same contact.

Campaigns are available to work off renewal or, to warm up cold suspects for an x-date; x-date to appointment; appointment through proposal; proposal through sale and retention building,

SALESPRO’s advanced functionality chains long-term follow-up strategies together to communicate on auto-pilot, until the point of human intervention. Based on your lead time option, SALESPRO initiatively shifts from written communication to a call prompt.

New prospects, identified by the contact type and campaign type and system launched. Sample campaign types include:

New Prospect Introduction Former Client Referral Past Relationship Nice to Meet You Quoted, Didn’t Win No Appointment Granted Drop-By Client Cross Sell Client Retention Center of Influence Call for Information

Format Maintenance:

• Daily Email Report; status of activity pending
• Letters Batched and converted into .pdf format daily
• Recreate archive letter batches
• Save or print from Server
• Emailed communication is system delivered daily

Report Maintenance:

• Informational, marketing, systems and administrative reports are available at the click of a button to view or export into multiple formats.

Data Maintenance:

• Managers may drill down to the smallest details and review producers’ activities
• SALESPRO provides complete audit trail of all system activities

User-Friendly Functionality

Capitalize on advanced, web-based marketing solution that offers you convenient on-line access at any time from any location.

Contact data, transactions, changes and history are consolidated and accessible from one convenient contact folder

You will save time as the system automatically assigns appropriate campaign and launches new prospects.

All next step communications are system directed using wizard-based responses

You are assured that all of your active prospects and clients in the system will not fall into the hands of a competitor because of our exclusive pipeline feature. SALESPRO’s system-wide duplicate checker automatically compares both the company name and the contact name to flag potential duplication.

Goal-setting results become the benchmark from which activity is compared. Activity-to-objective results are prominently displayed on the user’s home page in an at-a-glance format.

Goal-setting tools will soon be integrated within SALESPRO to allow targets to be established based on new business only, new business and renewal business, agency commission goals, or producer’s income goals. Setting up your existing leads is easy if your data is in an electronic format. When data is imported into SALESPRO, the system will automatically set the contact record on the desired campaign without needing human intervention by way of predetermined intro rules.

Integrated call center portal; to create a collaborative relationship with the prospect, the caller, and the producer have access to the same contact folder for adding notes and updating contact information.