A photo of a cluster of ladders

Solutions for Agents

Are you still prospecting? We already know the answer. And here’s the bottom line.

If you are going to be successful, now’s the time to adopt a new model that truly grows your business.

We have exactly what you need.

RelEvent was developed to deliver and manage all of your prospecting activities and provides:

  • Access to unlimited X-Dated prospects
  • Custom profile creation that enables targeting:
    • Specific cities
    • Desired class codes and business types
    • Chosen X-Date ranges
  • Follow-up management
    • Set follow-ups for your next marketing activity
    • Manage your follow-ups to ensure no missed opportunities
    • Leave detailed notes about each of your prospects
  • Campaign management
    • Generate mailing campaigns
    • Customize marketing literature
    • Single click functionality
  • Web-based system
    • No software to install
    • Internet access is all you need
    • Unlimited access to all features and functions
“In a recent study conducted by a major carrier; consistent users of RelEvent grew their book by an average of 15%-35%.”

Appointment Setting Services

Cold Calling Takes Time You Don’t Have!

Using our own RelEvent marketing system:

  • You set a custom profile choosing: cities, class codes and X-Dates
  • We schedule appointments for you
  • You can combine packages to boost your sales
  • No offshore outsourcing
  • We guarantee our appointments

Cross Selling Services

Between 40% - 60% of your current book can be up-sold on products you offer. ClearData can help you get at this untapped market. We will develop a custom plan and reach out to your customers for you.