“I have groups for Submitted Applications, Enrolled, Declined, and Lapsed, for example,” he explains. “Members in these are dynamic groups have a certain value in their contact record. They flow in and out of a group depending on their status. I also have a static group for the year’s sales that contains all customers added within the year.”
Group Data for Action ACT! Premium provides the real-time information Mondrus needs to keep American Health Insurance in prime health. One way is through the Groups function. Mondrus has created dozens of groups and subgroups that enable him to segregate the database into collections of contacts with something in common. Mondrus makes use of both dynamic and static groups, depending on the application.
The company has set up dozens of e-mail templates within ACT! Premium. The templates speed communication and ensure that American Health Insurance presents a consistent and professional image with each message it sends.
“I believe in investing in technology,” says Mondrus. “We process between 200 and 350 applications each month, and we’re able to do it with a lean staff because of ACT! Premium and its surrounding technology.” Mondrus appreciates the broad flexibility of ACT! Premium which allows him to set up dozens of custom fields to track the information specific to his business. The fields are then organized within tabs which keep the data easily accessible.
Enjoy the Flexibility American Health Insurance invests in Internet advertising, including pay-per-click ads that drive prospects to the company’s Web site where they can fill out an interest form. Using an addon solution available for ACT! Premium, eMail-Lead Grabber from eGrabber, form data is sent to ACT! Premium and generates a new Contact record. The solution also collects prospect data from e-mail messages the company receives.
“We are completely paperless,” says Mondrus. “Every document we send out is electronic and every paper document we receive is converted to electronic format and stored within ACT! Premium, attached to a customer’s record. We send out customer correspondence directly from ACT! Premium and every incoming e-mail or phone call is recorded in ACT! Premium too.”
Go Paperless The insurance industry is governed by numerous regulations; to protect itself, its clients, and the insurance carriers, American Health Insurance must track all of its communications with customers. ACT! Premium is the receptacle for communication details — every e-mail message sent or received is recorded in the contact record, every document is stored, every phone call is tracked, and notes of conversations are entered into the Notes tab in ACT! Premium.
American Health Insurance uses ACT! Premium for much more than a contact management solution. In addition to holding more than 70,000 of the company’s customer and prospect records, it serves as a complete business management database, storing and tracking the myriad of facts, details, and documents necessary for any insurance business. “The database is vital to the company’s success,” Mondrus says.
More Than Contact Management When Chuck Mondrus started American Health Insurance, ACT! Premium was the first piece of software he purchased. “I rely on ACT! to keep me organized; I’ve used it for years. When I started this company I didn’t hesitate to implement ACT! Premium here, expanding its use into a complete business management solution.”
发表于 2009-5-21 18:35
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