• Agent quality management and policyholder relationship management. Hundreds of dollars per day may be spent by your company on sending printed mail. Many mailings can be sent as cost-effective e-cards to agents and policyholders to thank them for their business, issue important announcements, and remind customers of policy renewals. E-cards not only save money but information gets to the person quicker and it assists with your customer and agent management!
  
  
• Keep in touch with your employees. Use CorpNote to send important memos, announce company events, remind employees of important dates, and as a general messaging service. Use our Invitation RSVP feature to keep track of event attendance. Keeping your employees well informed in a unique way is a step in the right direction to improved productivity and efficiency.
  
  
• Invite prospects and clients to Seminars. Send an online invitation to prospects and current clients to encourage them to attend seminars that can help them make important insurance decisions and to learn about all of your insurance products. Use our Invitation RSVP feature to keep track of event attendance. At any time, you will be able to see who opens and responds to your online invitations. If people respond by phone you can add people to your guest list and even modify existing guest registration information.
  
  
• Send important notices to policyholders. A quick reminder that a payment is due soon, notifications of changes in their policy, important company announcements, or notification that they will soon be receiving something by mail, keeps your name in front of your client and let's them know you care about their business.
  
  
• Tracking sales leads. Keeping in touch with and organizing your sales leads quickly is essential. Sending e-cards to quickly follow up with interested customers or customers who recently purchased is a compliment to your customer relationship strategy.

Agent quality management and tracking sales leads are important steps to creating successful business relationships. We're sure you'll think of many more innovative ways to use CorpNote! Please let us know how you use CorpNote so others can benefit from your success.

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