KnowIT CRM

If you find your contact management software lacking, well, that's because it is…

KnowIT was designed from the ground up for Financial and Insurance professionals.  KnowIT is a powerful CRM (Client Relationship Manager) and more that will keep you and your office organized and on top of your daily business needs.  Agencies with different regulatory bodies for insurance, investments and securities products will benefit from our unique compliance feature that segregates these businesses.  KnowIT tracks and provides all of your important client details such as contact information, emails, meeting schedule, calendar, and activities.  Plus, scan documents, track sales, write letters, and campaign. Manage your schedule, activities and complete client information from your mobile device. 

Your schedule, client data, documents and more, at your fingertips, no matter where in the world you are.   Access all of your important data on the go from any internet connected computer.  You will never be left in the dark with our user-friendly hands on support & training.

What sets KnowIT apart from the competition are it's must have features such as scanning and saving documents to a client's record, an integrated calendar with reminders sent via text to your mobile, powerful Reports such as top 100, RMD's, Client Assets, Policy Anniversary and more that you can print and share, campaign and sales opportunities, letters, and template system integrated with email.

Ready to get stated?  Click here to sign up for a 14 day trial

KnowIT:CRM Features – Web-based Platform – Access from any Internet Connection – Includes Smart Phone Access

Schedule/Calendar Day, Week, Month Calendar is integrated with all, people, activity, campaign & agency records Ability to view entire office schedule/calendar, or filter by specific employee Filter your schedule by activity types such as ToDo, Meeting, Phone, Email, Sales Opportunities, Birthdays, and much more Client birthdays, anniversarys, policy maturity & much more, will populate your calendar automatically.  All items can be turned on or off from calendar view.

Correspondence Integrated Compliant based E-mail system Templates – Save time by creating templates for letters, emails, newsletters etc., to use repeatedly Letters – Built in editor to create professional letters with images, print to PDF or printer E-mails – Built in html editor, mail merge, custom placeholders and add attachments with ease from document center

Campaigns Focused Drip Marketing to Clients Assign & Track campaign activities View and keep track of responses from letters, emails, etc. Integrated with letters, templates & email

Activities Never miss an appointment or task - have alerts and reminders sent to your phone by SMS, or email View, Edit and Assign activities to anyone Elapsed Timer to keep track of how long an activity takes Set Type, Status, Priority Mark as private – activity will only show on your calendar/schedule Recurring activities – Start and End dates View all activities on calendar or in a list Search Activities by person, agency, start date, end date, type, status, client, company, priority or activity number Export to Excel

Sales Opportunities Create & Track sales from start to finish Linked to client's record and investments From Vendor to Product, plenty of detailed fields integrated to keep track of the process,  and different stages of the sale Integrated in schedule and calendar Export to Excel

Notes/Comments View list of all comments Search comments – by person, agency, client, start date, end date, type, search text within comment

People MapIT – Integrated Maps. Know where you need to go, before you go. Unlimited People Records Linked Records by Household Document storage for each client record Import & Export full client details to and from excel View Investments, Activities, Notes, Documents for each record Search people by multiple fields, save search results Create Groups from specified search criteria

Products Over 1000 Vendors in the system All Vendor specific products in system, if not there, we add it in minutes Search by Product, Vendor, Product Type, Cusip, Code, Ticker,Appointed, Style

Places Central place for records of all vendors, employers, and business contacts Search by Broker, Vendor, Employer, Agency, Contact

Reports Detailed reports output in easy to read format with graphs and charts Account aggregation and Consolidated Financial Statement (CFR) Reports One statement gives consolidation of all insurance and investment accounts (print and share with clients) Agent Report Top 100, 50, 25, 10 clients  Free Withdrawal  Report RMD Report and RMD by Vendor Policy Anniversary Report

Click here to sign-up for a 14 day trial to use the KnowIT:CRM system Want a Demo?  Ask for your free demonstration on how KnowITOnline™ will simplify your life.  Call 888.424.3688 or e-mail us and find out how our data services can simplify your life and allow you to see your clients in a whole new way