Agent Marketing System

Keeping You Connected to Prospects and Clients

Email Marketing

The built-in email library and drip campaign tools make it easy to send emails to many contacts at once or to do an individual email response in a snap.

Lead Generation

Direct mail lead generation mailers are available for generating senior market leads. Mailers are professional looking, full color, and branded.

Personal Site

Your webpage is focused on building credibility, enabling you to provide information to your clients and prospects immediately.

SMS/MMS

Easy to use texting features to take advantage of the 95% open rate of SMS marketing. All compliance requirements are built into the system for you. Create your own templates for campaigns or use the conversation tab for one-to-one communication.

Contact Management System

The Contact Manager is a key tool in managing your business. It is a central hub for all clients and prospects. You can search, filter or sort contacts easily based on their contact data and custom tags.

Call Recording

To comply with CMS regulations or simply support your new agent training, you can easily start and stop recordings for any inbound or outbound sales call. The call is stored in the contact record so you have all of the client information in one place.

Reporting

Reports on status and sales cycle are available to you 24/7. Keep track of dials, contacts and appointments with a quick “at a glance” status report.

Greeting Cards

It is as easy as a few clicks to send a greeting card to your clients to let them know you are thinking of them around the holiday, or to simply say Thanks!

Data Mining

The system is constantly monitoring your contact database to create your own leads and bring them to your homepage. Take complete advantage of our lead identification data mining techniques to make sure you take advantage of every sales opportunity.

“We built our system specifically for IMOs and agents.”

Less Administrative Work For You

We automate clerical and tedious administrative work so you spend less time on those tasks. With our Agent Marketing System, you have immediate access to a library of emails for sales and service, your own web-pages, two-way sync with your Google calendar, and activity reporting. Market Access Direct provides a central marketing communications hub for both your current clients and active prospects.

IT’S THE RIGHT AGENT MARKETING SYSTEM FOR TODAY

Our experience tells us an off-the-shelf marketing system just won’t get you where you want to go, they never quite fit. We built our system specifically for IMOs and independent agents. We’ll help you build and manage your database. We’ll integrate with your in-house system, and study and adapt our programs to your agents go-to-market approach.

Further, you’ll help maximizing those fleeting hours you have each day to produce. It’s to everybody’s advantage for you to spend the bulk of your time in face-to-face meetings with clients and prospects, learning their needs, explaining product availability, and offering real solutions.

OUR SYSTEM HELPS YOU BE PROACTIVE

Our Agent Marketing System lets you initiate contacts — and keeps you in touch — with prospective and current clients. This is an active, dynamic communications system built for today’s sales environment. This is an agent system focused on what you need to be able to meet with more prospects.