REPman

Concept

          Clients' Files
          Task Management - Advanced and Improved Module
          Word Document Fusion
          Sophisticated Control Panel
          Automated System for Conformity

Mobile

          Shared Contacts completely integrated with iPhone and Android
          Shared Contacts completely synchronized with iPhone and Android
          Automatic SMS Notification of agency referrals (AGEman)
          Access to new referrals (accept or reject referral)
          Identification of new client with follow-up (first appointment, ABF etc ...)

Email sending module with integrated fusion
Management of sent messages and draft

Control Panel

          Client follow-up with light indicator of client’s status
          Validation of client’s file opportunities
          Evaluation of the client’s relation (appreciation, import and health)
          Follow-up statistics (first step towards segregation)

Campaign

          Create unlimited quality campaign
          Automatic registration of clients' file into campaigns specific specific query
          Mass mailing campaign module including step-by-step sending system with statistics
          Ability to produce multiple selections of criteria with manual inclusions and exclusions
          Mass mailing of letters (Word)

Electronic Exchange

Real time downloading of clients and requirements through AGEman
Real time downloading of referrals offered by your MGA AGEman

Scanning

1Go

500Mg

          Managing scanned documents in the client's file
          Linking documents (PDF, WORD, EXCEL, photos etc ...
          Storage capacity

Plans

55$
605$

N/A
+1Go / 5$
+3Go / 10$

75$
825 $

25$
+1Go / 5$
+3 Go / 10$

          Monthly
          Annual

          Sharing ADJOINTE (Monthly Plan)
          Additional storage capacity (Monthly Plan)
          Additional storage capacity (Monthly Plan)

          Sharing files with other client representatives and / or assistant
          Sharing calendars with other representatives and / or assistant
          Sharing with the processing capacity with other rerpésentants and / or assistant
          Sophisticated set of security levels for perfect control of your follow-up

Entering data with or without Internet

Calculate gross needs in a minute or less
Synchronization between REPman ABF and ACTION

Synchronization of business opportunities in ACTION
Setting default generally recognized parameters