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   ISIS 7 Features

 
 
Customer Prospecting

With the Prospecting features of ISIS you can easily create potential customers for tracking email, phone calls, and many other useful features. You can also import prospect lists from purchased or other sources to quickly populate your leads database. ISIS automatically creates the new Customer record when you are ready to quote coverage for the prospect. Any existing emails, Phone Calls, Notes, and Reminders are automatically converted.

With The Prospect System You Can:
Import Prospects Lists
Create and Track New Prospects
Log Phone Calls
Create Reminders
Schedule Follow Up Calls
Enter Notes
Email Contacts

 

Features Overview
The ISIS Datastore
Detailed Database Records
Microsoft Outlook™ Email Integration
Built in Document Management
The ISIS Explorer
Built-In Wizards
Customer Prospecting
Submission/Renewal System
Detailed Underwriting Worksheets
Intelligence Driven RFQs
Customizable Quoting
Case Management
Powerful Reporting
Integrated Security
Fully Customizable User Profiles
 
 

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