Contact Partner
A full-featured client management and marketing system designed to help life insurance agents increase sales, streamline client service operations and maximize office efficiency. Functions as an integrated marketing/management tool to completely automate the tasks of prospecting, lead follow-up, new application tracking through underwriting, in-force policy servicing, mutual fund downloading and commission tracking. Links with Palm Pilot.
English
Supported Technologies
Windows 95/98/ME,
Windows XP/2000/NT
Software
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Pricing
Users (# of seats), Module
$995 + to depends on # of seats
fdpsales@fdpcorp.com
800-337-2677
Product is sold through our sales force.
Additional Product Information
Integrates all your information tracking needs such as individual prospects\clients, in-force policies and new applications, businesses and employees, group plans, investments, agents, advisors, contacts, commissions, etc. As an integral component of FDP\VISION (integrated Windows-based software), the system allows easy access to and communication with FDP's financial planning, proposal and plan administration systems. Plus it incorporates our policy and product administration systems, providing a common interface for Agency and Home Office functions.