3 Mark makes it easy for you to view case status and other details of your pending cases – saving you time and helping to manage your client relationships. These web-based solutions do not require software installations and give you immediate access to the information you need – anytime, anywhere – 24/7.
Use the tools to:
- Identify and act upon opportunities with new and existing clients
- Deliver consistent value to retain happy clients and generate referrals
- Manage all types of policies, including share balances for variable life policies
- Provide your clients with consolidated financial reports
- Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments
- Transform your entire business into manageable, shareable frameworks