Reach new prospects.
Generate more sales!
Are you looking to increase your sales, while also keeping track of existing clients?
Advisor’s Pro-Shop offers the all-in-one direct mail and client management solution
and at a price you can afford…
Prospect-Pro Premier
Designed for the busy professional, Prospect-Pro premier allows you to launch targeted prospecting efforts as often as you want. We do all the work, so you just sit back and work the leads.
- Pick from mail quantities ranging from 250 – 2,000
- Choose your target market: Life, annuities, LTC, general financial planning, and reverse mortgage.
- Proven sales letters.
- Ability to upload your own letters or make changes to ours.
- We will print, process and mail your letters for you.
- All inclusive pricing: list, letters, printing, postage, mail processing.
- You even get our innovative CRM designed just for insurance and financial professionals. With every mailing you get 3-months of full access.
- *Bonus: You also get a customizable web-page for your prospects to respond to you or request more information.
A 250 piece mailing costs just $296! |
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Prospect-Pro Basic
Designed as a “do it yourself” program, we provide you all the tools you need to launch your own continuous prospecting program.
The basic program works on a 4-week cycle that feeds prospects into the system on a monthly basis.
- 150 new targeted prospects in your area each month.
- You choose your target market: Life annuities, LTC, general financial planning or reverse mortgage.
- We provide the sales letter.
- We mail merge your prospects with your letter.
- You print, apply postage and mail.
- Includes our innovative CRM, and a customizable web-page for clients to request and receive more information.
It’s simple, easy and effective…
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You also get, FREE…
The advisor CRM. This innovative client management tool allows you to upload customer data, track, set, and manage appointments. This is the place to store all of your client and prospect data – keep it organized and have access to it 24/7.
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