If you find your contact management software lacking, well, that is probably because it is. KnowITonline.com is designed from the ground up for Financial and Insurance professionals. Access everything from any internet connected computer. Scan documents, Track Sales, Write Letters, Sync to Outlook, Have access to complete scheduling and much, much more. You will have everything at your fingertips, no matter where in the world you are. And coming in early 2008, you will be able to make phone calls too.
Ask for your free demonstration on how KnowITOnline™ will simplify your life.
Many programs claim to consolidate your data. However, when you take a closer look you find that they are actually unable to get your fixed annuity information from this company or your variable policies from that company or even possibly information on your clients in a managed program. That leaves it up to you to manually input this information, a time consuming process.
Consider it problem solved! We haves spent the last several years on proprietary technologies that can gather this information for you. Interested? Call and find out how our data services can simplify your life and allow you to see your clients in a whole new way.
Now that you have ALL of your information, allow us to print and mail your customized newsletter along with a Consolidated Financial Review™ to the clients of your choosing. All easily managed from KnowITOnline.com.
Each quarter, we produce “The Quarterly Rapport™” newsletter which you may customize as much, or as little as you like. Once you are happy with it, we print it, fold it, stuff it and mail it for you. For a lot less than you might think. Add a full color Consolidated Financial Review™ for as little as 25 cents more.
We can also customize, print and mail birthday and seasonal cards. Find out how we can help simplify your life.
If you find your contact management software lacking, well, that is probably because it is. KnowITonline.com is designed from the ground up for Financial and Insurance professionals. Access everything from any internet connected computer. Scan documents, Track Sales, Write Letters, Sync to Outlook, Have access to complete scheduling and much, much more. You will have everything at your fingertips, no matter where in the world you are. And coming in early 2008, you will be able to make phone calls too.
