The X-Date Marketing System is set up for multiple types of
implementation:
• Single Agent - or -
• Broker with Multiple Agents - or -
• Referring Agent with Override
If you are a single agent (or a 2-3 person office) your letters can be
generated manually.
If you are a multi-agent office, you will certainly benefit from our on-line Agent Management Data Entry System.
It allows you to make changes to your agent information, coverage
levels, even letter copy, online, in a matter of minutes.
You can get started with absolutely NO set-up costs. We'll set up
a custom web site for your business, with a customized entry form that
allows you to add multiple agents - as many as you'd like - as
often as you'd like. Our proprietary system is the key to simplifying the marketing process.
You can easily create or clone a set of data for a specific state or
market.
The left side of the data entry screen represents the FRONT of your
marketing letter; the right side represents the BACK of your letter.
You can specify different Discount Lines, Effective Date, Coverage Types,
etc.
When you have entered all of your agent & offer details, you can simply save
the record and exit. OR - you can clone the page for a different
market. Let's say that you have five agents sharing the same market.
There is no need to retype the information for each agent; just clone the
page. OR - if you are marketing in different states with different
policy types, coverage, or deductibles - simply clone the page, make the
changes, and save it under a different title. It's that easy.