CRM FOR ALL AGENTS: SIMPLE TO USE + MODERN FEATURES
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3:00 Introducing Agent CRM
4:19 Client Management 5:15 Appointment Setting Scheduler 7:12 Automated Follow-up 9:08 Client LIVE Transfer 10:00 A.I. Client Chat and Scheduling 14:30 Retirement Shield 360 Book Funnel - Facebook Marketing 21:20 Free Trial Details 29:25 Personalized Support |
Introducing Agent CRM, the ultimate solution tailored for insurance professionals to enhance client relationships and streamline business operations. With its user-friendly interface, Agent CRM simplifies your workflow, allowing you to focus on what matters most – serving your clients.
Experience the power of modern features, including real-time call transfers and AI-driven live support, providing exceptional service online. The built-in appointment scheduler, seamlessly synchronized with Google or Microsoft Office calendar, ensures efficient time management. Engage your clients effortlessly with pre-populated email templates for drip marketing, while also giving you the creative freedom to design your own. Elevate your marketing game with expanded Facebook Ad support, enabling you to create effective lead funnels. Exclusively through the WIN Group, unlock special discounts that make Agent CRM an indispensable asset in your insurance endeavors. Elevate your client interactions, boost efficiency, and amplify your marketing efforts with Agent CRM. |
INCOME ANALYZER REPORTS
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Looking for the best index annuity income rider payouts? Provide your clients a projection of the guaranteed payouts from the top annuity income rider payouts in the industry. Always know what product will give your client the highest payout possible. Call us at (888) 908-0447 to get a sample report put together for your client or click below to schedule a time with your WIN Consultant to discuss the details!
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INDEXALZYER REPORTS
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Looking for the best index accumulation comparisons? Provide your clients custom report showing which carriers have the best accumulated yields historically going back the 10 most recent years! Always know what product will give your client the potential for the highest growth possible without risk. Call us at (888) 908-0447 to get a sample report put together for your client or click below to schedule a time with your WIN Consultant to discuss the details!
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ANNUITY & RETIREMENT PLANNING SOFTWARE
Learn how to add client profiles, illustrate your annuity & financial recommendations, and MORE!
- ALL-IN-ONE Report can display the effects of social security withdrawal date, annuity income payouts, expenses and more!
- Built-in client interface to plug in their financials and is updated to their file in real-time.
- Training & Support included.
- 14-day free trial to test it out
- Partnered WIN producers get a 75% discount off retail monthly price.
- Find out how you can get the remaining 30% reimbursed on your next piece of business!
SCHEDULE A TOUR!
