System Upgrades

Recent Upgrades to the Retirement Prospects System

We continually make improvements and upgrades to
the Retirement Prospects system to provide a better service and
help you close more sales. Below are some of the notable upgrades
to the system and software that we have made in the last
12 months.

1. Additional training materials and follow-up resources have been included
   in the Back Office.
2. Implemented a discount feature for those advisors who wish to prepay for
   prospects.
3. Addition of an automated credit request system, so if you get a prospect with
   bad information, it’s easy to get a replacement credit.
4. Implemented a daily cap on all accounts
5. Implemented SMS messaging system to send a text everytime a new prospect
   is available in advisor/agent account
6. implemented a text messaging and email module to continue marketing to your prospects with emails containing a link to your calendar

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Prospects Now!

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