What systems do you have in place to quote and do apps?

Jun 7, 2007

  1. trvlnut
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    trvlnut Super Genius

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    Hi all:
    I am planning to start actively prospecting in August. My kids are out of school right now so I am pretty busy with them. I have been quoting and using paper apps for the few clients that I have. So, I am hoping that you all can shed some light on what systems you have in place so that your quoting and app taking runs smoothly, efficiently, and fast.

    I think I will purchase Act 6.0 and maybe the act4advisors. I want to be able to shoot out emails quickly using a list. Also, I want to be able to email quotes and plan designs quickly. How do you all have this set-up?

    Lastly, I want to start using presentations using vyew or some other web company. Would you some of you mind emailing me some screen shots of your presentation? I am specifically looking for how you present HSAs and copay plans, then how you present your quotes and plan designs.

    Thanks so much
     
    trvlnut, Jun 7, 2007
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  2. salpro22
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    salpro22 Guru

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    I use Act and have been fine tuning it for about 5 months. I should have everything set up within a month. Im currently looking at Activator and will play around with Sales Automation Manager and decide which one I want.

    Lastly, I want to start using presentations using vyew or some other web company. Would you some of you mind emailing me some screen shots of your presentation? I am specifically looking for how you present HSAs and copay plans, then how you present your quotes and plan designs.

    Thanks so much[/quote]

    Enjoy.......http://vyew.com/room#/672798/29387
     
  3. Tar Rat
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    Tar Rat New Member

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    I use ACT 2005 and I think it bites... I actually try to avoid it as much as I can, and just use excel and outlook to manage contacts and appointments.
     
    Tar Rat, Jun 7, 2007
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  4. trvlnut
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    trvlnut Super Genius

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    Thanks Salpro. Would you explain the quote form analysis page?

    I'm confused because you don't show more than one plan. Do you normally just show one? When your prospects want to see more than one or another plan, do you make another appointment with them?

    I had difficulty reading Assurant's pages. Do you enlarge those when you are presenting?

    BTW, I love it.
     
    trvlnut, Jun 7, 2007
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  5. trvlnut
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    trvlnut Super Genius

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    Tar Rat:
    Can you automate Outlook to send emails?
     
    trvlnut, Jun 7, 2007
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  6. salpro22
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    salpro22 Guru

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  7. Newby
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    Newby Guru

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    ACT 7.0 (2005) was the WORST version ever. It was completely useless.

    ACT 6.0 (2004) is way better. Definitely the best version ever for most people (single user on a single laptop)

    ACT 9.0 (2007) is pretty good but you should have a very modern computer with lots of ram and speed for it.
     
    Newby, Jun 8, 2007
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