Customer Relationship Management Archives - Page 3 of 6 - Creative Edge

Your online presence is far more than just having a website. Today’s fast-paced, ultra-connected business world requires a comprehensive Internet marketing plan that incorporates multiple essential elements. Enter the new and improved CreativeOne Social Media Elite program, with three packages to choose from. We’ve tweaked the offerings and lowered the prices on all options, so… Read More

Signature Guaranteed Universal Life Insurance … with guaranteed cash-out rider! Your Policy, Your Way! Dial the Guarantee that Works for You: Customize the amount and length of the guaranteed death benefit between ages 95 to 121.1 Highly competitive premiums. Contractual Late-Payment Forgiveness. Additional Flexibility: Guaranteed Cash-Out in Policy Years 15, 20 and 25.2 Cash-Out Value: a… Read More

Just as the dust has started to settle from Phase 1 of Actuarial Guideline XLIX—better known as AG 49—more changes are coming with Phase 2, effective March 1, 2016. Originally, AG 49 was adopted to provide more uniformity and consistency within the illustrations used to promote the sale of indexed universal life (IUL). To accomplish… Read More

In the November 2015 issue of Research:, industry veteran Bill Good wrote about what it takes to be successful at prospecting. Below is a recap of Good’s article. There are times when things aren’t working the way they should in prospecting, which should signal you to stop and think. You can usually fix any prospecting… Read More

Signature Guaranteed Universal Life is a death benefit product that provides for a family’s needs after the death of the insured, allows the insured to customize the length of the guaranteed death benefit, and provides the ability to cash-out the policy at later specified dates if needs change. This product also includes three Accelerated Benefit… Read More

Established in 2004, Facebook has quickly grown to become by far the largest social network in the world, making it a critical part of the digital marketing mix for almost any type of business. The social media giant presents a range of advertising opportunities for businesses of any size, including objective-based targeted advertising in addition… Read More

What if there was a proven dinner seminar service system that helped build your business AND did most of the administrative work for you, including planning and set up? There is! Introducing … Forked. This program is designed to take care of everything so you can concentrate on connecting with prospects and building relationships. You… Read More

Social events are fun, and are a great way to get in front of many of your clients all at once, treat them to a good time and meet their friends. If done right, these events can then potentially bring you new business in the form of current clients’ referrals. CreativeOne’s Endless Events program helps… Read More

FORE! If you want to create brand buzz among new, qualified and more-affluent leads, Hole in One may be just the program you’re looking for. With this innovative marketing program, you pay only a low premium while offering prospects exciting monetary hole-in-one winnings, luxurious vacations and various other prizes. It’s a simple idea that’s easy… Read More

Want better relationships with your current and prospective clients? e-Relationship is just the tool you need. Indisputably, the key to our industry is building relationships. Good client relationships lead to happier customers and thus more referral-based business. Who doesn’t like the sound of that? e-Relationship is an e-marketing tool that keeps you top-of-mind with your… Read More