Eden Prairie Office
11095 Viking Drive, Suite 230
Eden Prairie, Minnesota 55344
Tel: (800) 356-4189
Fax: (866) 941-9686
West Des Moines Office
1011 Office Park Road
West Des Moines, IA 50265
(800) 245-2801
For Producer use only
4orce vidoes
To download the order form so you can sign up to use the new number one CRM program in the industry, please click here. To learn more, you can go to http://www.the4orce.net.
Remember, advisors who are licensed through ECA marketing and who meet a reasonable production limit will gain access to this program for FREE. E-mail info@ecalife.com to learn more.
The following videos are meant to serve a dual purpose.
1) Show users of the program specifically how to use it
2) Show those who are thinking about using the system how powerful and easy the system is to use.
To view the various videos below, simply click on one of the hyperlinks. If you have a suggested video you would like to see added to the list, please e-mail info@the4orce.net. Adding videos can be done in very short order.
-Upgraded e-mail/e-newsletter blasting system (videos on the upgraded e-mail system)
-Double Opt-in e-mail/landing page system (videos on the most unique opt-in/landing page system in the industry)
Adding new events (calls, meetings, and to do’s)
Insurance Pipeline
Input premium, target premium, percentage of target, and death benefit information on potential and closed sales of life insurance, annuities, LTCI, or DI insurance.
Running a Pipeline Report (open and closed business)—
Home Page Setup
How to set the preferences for your home page (thet page that comes up after you log in).
Setting Permissions of Users
See a demonstration for how to setup users and limit their access to certain information.
Leads
-Creating a lead (which is new potential client)
-Converting a lead to a client
Editing Leads, Clients, and Accounts
Changing who a lead, client, or account is assigned to.
How to create a new client
Creating a new account (an account is a business account of your company that may have many new leads or clients)
Sending e-mails to a specific client, account, or new lead
Upload documents specific to specific to clients, accounts, or new leads
Upload stand alone documents (not specific to clients, accounts, or new leads
Notes and attachments
Learn how to add a Note to the system for your records and for others in your company who have access to that client’s information to view.