Prospect-Pro Premier & Prospect-Pro (Basic)™ - Product Details
The Prospecting System - Generate Your Own Leads!
Prospect-Pro (Premier and Basic) are both powerful direct mail based marketing systems designed to generate hot leads and increase your sales. Prospect-Pro Premier is designed to eliminate the work from prospecting, by including a turnkey printing and mailing service (postage included). Advisors who prefer to complete the mailings themselves can select the Prospect-Pro (Basic) version. Both versions come loaded powerful CRM features for managing your prospecting efforts and leads you convert to customers..
Stop paying for resold leads every other Advisor has worked and generate your own exclusive leads with Prospect-Pro Premier/Basic!
Prospect-Pro (Premier and Basic) both provide insurance and financial Advisors with "pipeline filling", demographically targeted and totally exclusive, hot prospects to work with. Because our prospects are localized, you'll be connecting with new clients as close as 10 miles from your home or office.....what could be easier than that?
Whether you sell life insurance, annuity products, long-term care, reverse mortgage, or all of the above, these systems have your next customer pinpointed. You simply specify the audience you want to work with, the geographic area you want to prospect, how far you’re willing to drive, and the system does the rest.
Each week, these systems will notify you of just a few simple tasks that need to be completed through the powerful system Control Panel. The Control Panel gives you a one-stop management utility for administering your account and includes many useful modules to assist with your sales success.
Prospect-Pro Premier and Basic: What's the Difference?
Prospect-Pro Premier
With Prospect-Pro Premier, you simply complete a direct mail campaign as you need to, when you want to. You specify the amount of mail pieces you wish to have mailed for you, login to the system to configure a few quick setup options, and our full print and mail service takes care of the rest. You'll then enjoy 90 days of CRM access to work with your prospects at the pace your comfortable with. Our system will prompt you to do follow up calls (when a phone number is available for that prospect), but you can complete them as you have time.
Prospect-Pro (Basic)
Prospect-Pro (Basic) provides a different workflow for Advisors seeking out a more "hands on" 4 week drip marketing approach. Prospect-Pro (Basic) requires that you print and mail the letters used in your system. This version prompts you to complete 2 mailings a month; an introduction and a follow up mailing. With Prospect-Pro, you work with 150 prospects every 4 weeks. It's a time sensitive system that requires you to act when promted. Here's how Prospect-Pro (Basic) works in greater detail:
Week 1:
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The Control Panel
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With Prospect-Pro (Basic Only), in the first week, you will mail out a professionally, pre-written intro letter, introducing yourself to all 150 of your prospects as a local Advisor of insurance and financial services. You can use the letter(s) we provide, one you have written, or easily select from one of many available in our extensive library of sales documents.
The system will provide you some simple mailing options, and then dynamically combine/mail merge your prospects and letters. The end result is 150 "door buster" letters that will open up new oportunities with local consumers..
Week 2:
In the second week, you will be following up on the first weeks mailing. Prospect-Pro Premier/Basic will automatically prompt you to contact each prospect where a phone number has been provided. We only provide numbers if they are not on the national DNC registry. The system automatically provides you with a pre-written phone script to help you during your call. As you work with the follow up, you can input information for that prospect directly into the CRM component of the system. You can easily schedule appointments, input notes, and edit the prospect's details.
Week 3:
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Professional Sales Documents
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If your prospect hasn't replied to one of your prior contact efforts, in the third week (Basic Only) you will be provided another letter for another mail-based follow up. The system knows which prospects require the follow up, and those that do not, so you will not be wasting any time.
Week 4:
By now, your prospect will know who you are and what you are offering. If another follow up is required, the system again prompts you to call, telling you exactly what to say to get that appointment. (Premier and Basic)
These repetitious communications are key to getting in front of the prospect, and Prospect-Pro is the ultimate tool for making that happen.
You may also subscribe to longer durations including 3, 6, and 12 month programs. (Basic Only) These programs are designed for the Advisor who wants to invest in a long-term market building opportunity, and maximize ROI.
A Note About Our Prospects:
We has partnered with the nation’s leading providers of consumer data to provide the most accurate and responsive prospects possible. Based on the line of business you select, the system will automatically model the available names to select those with the highest likelihood of responding to your offer. We have leveraged some of the best minds in the insurance and financial industry to select just the right mix of households with the highest likelihood of responding. We use age, home owner status, household income, presence of children and more. These demographics all change according to the line of insurance you select for your specific prospecting program.
Once you are provided a prospect, that prospect is yours and yours only for as long as you remain a subscriber. We do not resell prospects to other Advisors in your area, which means you will have a distinct competitive advantage. Not only are you building a never-ending pool of new opportunities to work, but your competition is being locked out from working those same customers.
The CRM System
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The Advisor's CRM
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Getting new clients is hard enough, so keeping them is essential. Prospect-Pro Premier/Basic both come bundled with a powerful CRM, or "Customer Relations Management" software. The Advisor's CRM provides you with the fundamentals you will need for effectively managing the information behind your prospect, leads, clients, and referrals.
Many CRM's require extensive setup, administration, and updating. The primary reason for this is that they are built to work with just about any industry. The Advisor's CRM was designed with the Financial Advisor in mind. The solution is simple to use, and doesn't require an MBA or IT professional to work it. Adding notes, tracking sales, scheduling appointments and events, and updating contact details takes just seconds.
As you work with your prospects, the Advisor's CRM actively tracks your activity, and prompts you when it is time to act. You will never forget an important date such as an anniversary, birthday, or upcoming policy renewal again!
The Web Landing Page
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The Advisor's Landing Page
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Sometimes, prospects are interested in your services, but do not necessarily want to jump right into a phone call or commit to a face to face appointment.
Included in your Prospect-Pro Premier/Basic package is the Advisor's Web Landing Page. This online web form allows prospects to input your unique ID code (provided to them in your letters), and easily request more information about you or your services. You can select from one of several template designs, and customize the page to meet your needs.
Once a prospect has completed the short 2 minute form, you are instantly notified via email or text message. Imagine the power of never missing out on a hot lead again!
The Documents Library
Prospect-Pro (Premier and Basic) include access to letters and phone scripts designed for your target market. You can use any of the systems pre-written documents, or upload your own. You can even use the built in editing feature to modify a document as you see fit.
The Advisor's Pro-Shop Store
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The Advisor's Pro-Shop Store
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Users of Prospect-Pro (Premier and Basic) get access to all of the Advisor’s Professional Development products available in the Advisor’s Pro-Shop store.
The store is loaded with valuable tools to help Advisor’s grow their career including CE courses, Sales Documents and Media, Marketing Supplies, Web Sites, and other useful business solutions.
IMO’s, FMO's, and Carriers – ask us about our administrative management portal and the unique benefits of being a corporate customer!
Prospect-Pro Premier
$296+/mo |
Prospect-Pro (Basic)
$89.95/mo |
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Product Questions? Click Here |
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Still Not Convinced? Attend a sales webinar and speak with a live product specialist! |
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