Web based Data Base Fully Functional !

After two years in the works our free web based data base is fully functional & ready for our agents to utilize. This is a $30,000 value! Please contact Joshua or Rhonda at 888-678-4845 for details on getting your user name & password. The data base is a dream come true for professional insurance agents working with Global Insurance Group.

The free software is a client management software system.

Web Based: It is available to any agent who is approved. It will be accessible anywhere in the world. You will be assigned a user name & password.

Simple to use and designed to give you a turn key insurance agency:

Have all of your clients in one specialized database.

Lead, Seminar and Client data base tracking

Scheduling and Calendaring Tools

Manage Leads and appointments

Seminar/Event Tracking

Lead tracking system. Imagine all of your leads & notes from the calls made on them magically appearing on your calendar

Pending business. Imagine having a better tracking system then the carriers themselves!

Track your pending transfers.

Track Commissions.

Mining of leads. Use our extensive database to pull new potential clients.

Anniversary of contract reminders.

Birthday reminders.

Client newsletters generated for you on a quarterly basis.

Multiple customizable reports and queries (to many to list)