Build deeper relationships with customers and enhance cross-selling with EAI’s Contact Management Module.  It tracks contacts and appointments, and displays a full customer profile including the most current, consolidated account information.  Using the power of this sophisticated database, you can identify and match qualified prospects to specific products, increasing your sales effectiveness and productivity.

Contact Management Module features:

• Maintains client financial profiles including risk tolerance, investment goals and objectives in easy-to-use electronic format
• Gives brokers, agents and reps the ability to view customer assets under management and recommend other appropriate products
• Provides electronic reminders to brokers, agents or sales reps for customer action follow-up, renewal and annual review dates for policies or accounts, referrals, licensing and continuing education updates

The Contact Management Module can be fully integrated with other modules to optimize the functionality of the EAI Platinum© system.

For more information or to request a demonstration, Contact Us.