BuildMyAgency is the ultimate administrative tool to make your life easier and give you more time to sell.
BMA has the following features:
- Lead Capture
- Case management
- Automatic emailer
- Broadcast email
Lead Capture. With BuildMyAgency, leads are automatically imported into your case management system so there is no need to re-enter the lead's information, so you are assured of information accuracy.
Case Management. BMA was designed to prompt action and is completely status-driven. You can schedule appointments with it and then track the PI's status from application to delivery.
Automatic Emailer. As the status of each case changes, an email is automatically sent to the pospect and BMA notifies you that the email has been sent. This helps you keep your clients informed about what is going on with their policy. BMA includes a wide range of "form letters" for your convenience or you can customize your message as you see fit.
Broadcast Email. This allows you to communicate with all of your customers and prospects at one time. This may be used to tell them that you will be on vacation, have moved your office, holiday greetings or asking for referrals.