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Dear [recepient],

Currently we are offering huge savings on Act4Advisors and ACT! by Sage 2008. We also have live web demos by appointment. Please call for more information 800.831.7637.

Customized Features Include:

  • Personal Data Fields - (DOBs, Family Information, SSNs, Drivers Licenses, additional Phone Numbers and Address Fields, etc.)
  • Track various levels of Suspects and Prospects
  • Service and Marketing Campaigns
  • Insurance Policies and Accounts
  • Manage Preferred Mailing Address
  • Suitability and Compliance built in
  • Track Birthdays, Anniversaries, RMD, and other important dates
  • Interfaces to third party products and so much more.

What's new in ACT! by Sage 2008?

Your critical information, all in one place.

The all-new interactive ACT! Dashboard gives you a comprehensive glance at your key information in a visual easy-to-use format. Roll-up key activity and opportunity information all in the single Dashboard view with the information you need to tackle your day and be more productive.

Click here for more Details (Dashboard on pg. 12)


What's new in 4Advisors 3.5?

New Reports .

We have improved the Birthday reports for Contact, Spouse, and Family. We have added the Insurance, Contact Directory, Census, Phone List, and Status.

Should you have any additional questions, or if you are ready to place an order, please call 1-800-831-7636.

Sincerely,
Scott Abboud
President
http://software4advisors.com
http://act4advisors.com
800.831.7636

 
ACT! is a registered trademark of Sage Software, Inc. Copyright 1999-2007 Allied Financial Software, Inc.