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estate-manager-system.com

EstateManager - Client Management System

The EstateManager system provides a way for the Sales Agent to manage their entire customer base no matter the carrier or insurer. It provides demographic analysis of customers and prospects to help agents understand where their greatest sales opportunities are. It empowers the agent in the tracking of Surrender/Maturity dates and other Alerts. The system was design by sales agents for sales agents and continues to have new features added monthly. Alert notification of Surrender dates and Maturity dates.

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EstateManager - Client Management System | estate-manager-system.com Reviews
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The EstateManager system provides a way for the Sales Agent to manage their entire customer base no matter the carrier or insurer. It provides demographic analysis of customers and prospects to help agents understand where their greatest sales opportunities are. It empowers the agent in the tracking of Surrender/Maturity dates and other Alerts. The system was design by sales agents for sales agents and continues to have new features added monthly. Alert notification of Surrender dates and Maturity dates.
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2 client management system
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9 application features
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EstateManager - Client Management System | estate-manager-system.com Reviews

https://estate-manager-system.com

The EstateManager system provides a way for the Sales Agent to manage their entire customer base no matter the carrier or insurer. It provides demographic analysis of customers and prospects to help agents understand where their greatest sales opportunities are. It empowers the agent in the tracking of Surrender/Maturity dates and other Alerts. The system was design by sales agents for sales agents and continues to have new features added monthly. Alert notification of Surrender dates and Maturity dates.

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estate-manager-system.com estate-manager-system.com
1

About Us

http://estate-manager-system.com/about-us.aspx

The EstateManager is a project sponsored by On Demand Software Inc. which provides World-class, mission-critical, living software in several industries. They provide a continued commitment to updating and improving the EstateManager system adding new features almost monthly, without sacrificing reliability, speed, or security. 12012 NE 95th St. Vancouver, WA 98682.

2

News & Updates

http://estate-manager-system.com/news-and-updates.aspx

We've updated the entire look and feel. We've added a new dashboard feature along with charts and graphs. New sales report allows agents to find their so called "sweet-spot". Knowing what product types are generating the most commission/sales and also know what kind of clients are purchasing them. The sales report breaks data out:. By Original Lead Source this is the lead type that is associated with the client. So an agent can know where their clients are coming from. By Asset Lead Source. The email lin...

3

User Testimonials

http://estate-manager-system.com/user-testimonials.aspx

System allowed me to capture over $99K in commission during 2008, by the alerts and mail merge features. Phil Jensen (Beneficial Financial Group 2008 Agent of the Year). Ray Johns (Beneficial Financial Group/ Allegis Financial Partners). 12012 NE 95th St. Vancouver, WA 98682.

4

EstateManager - Client Management System

http://estate-manager-system.com/index.aspx

The EstateManager system provides a way for the Sales Agent to manage their entire customer base no matter the carrier or insurer. It provides demographic analysis of customers and prospects to help agents understand where their greatest sales opportunities are. It empowers the agent in the tracking of Surrender/Maturity dates and other Alerts. The system was design by sales agents for sales agents and continues to have new features added monthly. Alert notification of Surrender dates and Maturity dates.

5

Product Support

http://estate-manager-system.com/product-support.aspx

Please provide the following information, and we will have a represetative contact you. Denote field that are required.

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On Demand Software, Inc.

http://www.demand-soft.com/portfolio.aspx

Taming your technology lions. Brand / E-FoodStorage.com. Client / US Bankcorp. Client / Cascade Centers Inc. Application Conversion (Microsoft Access - Web Application). Solution / Application Conversion. For clients, Cascade Centers has always provided Premium Reporting services. With ODSI’s web-based application, those services now incorporate the flexibility for clients to run their own customizable reports, including reports with pre- and post-GAF numbers, single company reports, and batch report...

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Estate Management Solutions | Block Management Specialists

Estate Management Solutions are a privately owned company specialising in Block and Estate Management throughout the Northwest. Block Management is a unique form of property management requiring specialised skills and an in-depth knowledge of legislation not normally found within the residential letting industry. Estate Management Solutions operates in accordance with RICS code of practice and client accounting regulations. 31 Greek Street, Stockport, Cheshire SK3 8AX. 2010 Estate Management Solutions.

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EstateManager - Client Management System

The EstateManager system provides a way for the Sales Agent to manage their entire customer base no matter the carrier or insurer. It provides demographic analysis of customers and prospects to help agents understand where their greatest sales opportunities are. It empowers the agent in the tracking of Surrender/Maturity dates and other Alerts. The system was design by sales agents for sales agents and continues to have new features added monthly. Alert notification of Surrender dates and Maturity dates.

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