Use your Partner XE insurance software to track conversations and set reminders.

One of the best marketing features within your Partner XE agency management system is the ability to track conversations and set reminders. If, for example, you want to run a targeted drip marketing campaign you can use the system to:

  • Create your list
  • Send the mailings
  • Set up reminders so that you stay on track and your mailings go out at set intervals
  • Set reminders for follow up calls

It won’t make your phone calls for you, but it will make sure that, with everything else going on, you don’t forget them!

In addition, every conversation, or email communication you have with that client/prospect is tracked within the system, easily accessible with a few clicks of the mouse – not only that, everything is retained in a file that is time and date stamped.

If you need assistance in maximizing the marketing potential of your Partner XE agency management system, just give us a call at 800.747.7005, Option 2.