If we asked you to rattle off the product information, wedding date, birthday, and
directions to a specific clients' house, how long would it take you to find that
Do you have all that information written on index cards, in a folder somewhere in
a drawer, on a sticky note, or in a document somewhere on your computer?
Want the ability to access that information quickly from anywhere? Through M&O Marketing's
proprietary contact management system, you can house all those crucial details and
more on our secure website, while you keep complete control over who accesses the
information! You can keep notes of client meetings in the activity log, and store
tid-bits like policy anniversary dates, spouse’s name, and more.
Click on Manage Your Business and select client list. If you have done business
with us in the past, you will already have some information there for you. If not,
you can easily import all of your clients. That's much easier than developing a
new system of your own! Why re-create the wheel when we’ve already done it for you?
Quick access to information is essential to your success. We know how to do it right
and we can help you do it with our Contact Management system.