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Turning Data Into Opportunities with Proformex

Jul 2, 2019 7:58:00 AM

“It’s easier to retain existing clients than attract new ones,” – every sales professional at some point in their career.

Perhaps it’s a little cliché, but there’s still a lot of truth to this popular salesperson saying. With existing customers, you can gather and analyze all the data you need to help ensure your clients’ needs continue to be well-met throughout your entire relationship with those clients. Though it would be quite the impressive feat, you don’t have to collect and maintain that data on your own.

With a system like Proformex, you can securely store all your inforce data in one place. But the data is only powerful when used to take action. Here are a few ways in which you can capitalize on the robust analytics provided to you with our platform.

Engage with your client in advance of any upcoming due dates or policy anniversaries.

Our system automatically generates reminders for upcoming due dates. By proactively reaching out to your client about these due dates, you can ascertain new information and determine together whether any additional products may be a good fit and whether the ones currently owned are still performing as expected.

Build your relationship by connecting with your clients in a non-sales way.

Wish your client a happy birthday or extend congratulations for their other milestones in life – anything from a wedding anniversary to a child’s graduation. Reaching out in these moments shows that you care about maintaining good rapport with your clients and that you’re aware of their life’s changing circumstances.

When you anticipate a changing circumstance in your client’s life, engage in conversation about it.

There is so much potential for you to make a positive impact on your client by keeping a close eye on their needs as they age. As new situations develop, examine ways in which you can further help meet your clients’ needs and have a discussion with them about new options that they may want to consider. Our platform can help you uncover these opportunities and alternatives.

However you may choose to do it, the important thing is to stay involved in your relationships with your clients. Maintain open lines of communication. Take the compelling data and analytics provided to you by Proformex and make a difference with it. Your clients will be grateful that you proactively identified new opportunities that could help you to both continue to meet their needs and exceed their expectations.

Written by Admin

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