Are you mining your existing book for new business opportunities?
Do you have a system to quickly search through the vast amount of client data and information to identify new business opportunities?
The power of TicoonSales allows you to:
- Capture all of your client's information (Investments, Insurance, Banking, Real Estate, Personal Assets, Liabilities and outside holdings)
- Search through the information to identify sales prospects
- Execute targeted marketing programs to reach those prospects