In our profession, time is a commodity that often comes at a premium. Many insurance agents today work alone, or have a staff of just one or two administrators. With DocuCTR CRM Software system experience the benefits of an entire team of staffers all working in tandem to provide you with the support you need to accomplish your annual, monthly, even daily goals, without costing you a significant amount of time, or money.
Here are just a few of the benefits DocuCTR provides:
• Multi-faceted CRM with an automated contact calendar for reaching out to
new and prospective clients
• Client "Asset Journal", a tangible professionaly printed and bound retirment
& financial data organizer
• A Quick and Easy Income Planning Illustraion tool
• The hands on training you need for getting the most
value from this comprehensive system
Simply put, agents who use DocuCTR are generating more new business with less work and are receiving more referrals than ever before.