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The Campaign Planning & Tracking Whether you are prospecting new accounts or are simply keeping in touch with your current book, there is nothing more helpful than planning a year long campaign. By having a "drip" campaign planned out and easily monitored, you can quickly and efficiently keep in touch, conduct seminars, send Holiday cards, etc. This effort on your part will distinguish you from your competition because no effort, no matter how little, goes unnoticed or unappreciated.
The use of this screen helps Dewayne & Peter manage the contacting of clients no less then 22 times each year. This has paid off especially given the last two years of market performance. How often have you been in contact with your clients over the last 2 years. Distinction Number Five & Six - Brokers*ACT! focuses on Client Retention and Meaningful Contact. Don't be fooled by that PRIMATE Marketing Program that focuses on bombarding your clients and prospects with useless letters (not to mention the thousands of dollars it will set you back).
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