InsureSocket Retail

InsureSocket for the Retail Producer is a web-based client relationship/contact management (CRM) application tailored to meet the needs of the insurance producer, broker or agent. InsureSocket for the Retail Producer was designed to help producers manage their existing client base while continually recruiting qualified clients to grow their book of business. The InsureSocket for the Retail Producer tool is capable of receiving data feeds from Agency Integrator customers with their consent.

Key benefits include:

• Ability to track any Life, LTC, DI, Health, or Annuity policies.
• Integration with Agency Integrator, which allows an agent to receive case status updates on all of that producer’s cases, including information on in-force cases.
• Marketing campaign functions for producers to send targeted communications to prospects, professional advisors, or clients in specific groups.
• Robust marketing tools that are flexible and powerful enough to help a producer create a single email, coordinate a mail merge, initiate a drip marketing campaign, or launch a sophisticated marketing initiative.
• Tools to foster more effective communication with existing clients, ultimately leading to more repeat business and increased referrals.
• Data conversions from multiple sources, including archived data, into InsureSocket.
• Tactical and technical support offered by an implementation team and the AgencyWorks Help Desk.