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| Insurance Contact Management & Database Management |
Insurance Contact & Database Management
 The database team at The Broker Development Group provides Fortune/Global 500 companies, large insurance brokers, and independent insurance agents throughout the U.S. with complete ACT! training and coaching, database customization, add-on tools and mobile solutions.
The Broker Development Group also offers one-on-one remote ACT! Coaching to train over the phone while logged on to a secure online meeting session where our coaches can see what they are seeing on their computer monitor. Online coaching is often the best solution for busy insurance professionals who otherwise find it hard to break away for classes and workshops.
Help Improve Your Bottom Line By:
 Instantly having access to your customer information
- Store complete contact information including e-mail, notes, history, attachments and more
- Find anyone or any detail instantly with Lookups or Keyword Searches
- Access information on the go with Palm OS or Pocket PC handheld devices
Manage and grow business relationships
- Track completed Activities for each relationship so you know what happened and when
- Link correspondence to contacts for a record of what was sent and received
- Write letters using the built-in word processor or Microsoft Word
Stay on top of your schedule 24/7
- Schedule calls, meetings and to-do items quickly and easily
- View daily, weekly, monthly, work week—even mini-month calendars
- Set alarms so you never miss important meetings or events
Are You Ready To Grow Your Business?
Contact us today and discover how we can help!
The Broker Development Group:
Toll Free: 800.792.9601
Via Email: Email Us Here
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| Testimonials |
"The results are amazing. Pre-qualified appointments and the Client Snapshots make it easy for our brokers to move prospects to clients."
-LIS Insurance Services
"The team and resources that BDG brings to the table are invaluable to our agency success. Loss History, X-Dates and Client Snapshot Reports are invaluable to our brokers."
-Foothill Ins. Services
"Enlisting the services, knowledge and expertise of The Broker Development Group and their team of resources has afforded us the freedom to finally do what we love doing--helping clients with insurance needs."
- Julie Gander, Pres.
- Reliant Insurance |
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