New Plans - Current prospects that need to be called on or will be called on but have not presented a quote to
Accountability - Prospects that have been presented a quote and are pending - begins tracking a closing ratio
X-Dates - Holding place for all prospects that are not current
Sales - Sold accounts, begins measuring actual premium and commission
Internal Referrals – Track cross-selling to other divisions within the agency
External Referrals - Referrals received from key relationships, tracking throughout the follow-up process

• Access the reports anywhere via the internet
• Real-time information
• Automatic program updates
• Unlimited data entry
• Safe and secure

MySalesResults web application meets or exceeds industry standard data access and encryption policies. Application access is restricted by strong username and password authentication. The application automatically creates a secure communication channel from the application web servers via internet secure HTTPS encryption protocols to a user's browser ensuring safe secure data transmission across the internet and internal networks. Company data is only available to users belonging to users assigned to a specific company. Data is further protected within each company by specific roles which each user is assigned. Data is backed up and encrypted daily and stored off site in secure server farms.

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As featured in:

• AutoOwners Emblem – December 2008
  Click HERE to Read Article

• ASCnet Quarterly (Applied Systems) – September 2008
  Click HERE to Read Article

• Agents Sales Journal – February 2008
  Click HERE to Read Article

• Rough Notes – January 2007
  Click HERE to Read Article