About Accounts
The Accounts module in Maximizer CRM for Financial Services can help you to manage and grow your book of business by using accounts to represent the assets, annuities, and insurance policies under management for each of your clients.
Each account in Maximizer is linked to a company, a household or a contact, so by creating an account for each of your clients’ life insurance policies, investments, or annuities, you can keep a complete record of your business with the client.
Accounts helps you and your team manage your account management processes. Account management may range from single businesses to multiple corporations or governments. Accounts help you define and strengthen your account management.
To help you get started using accounts to manage your book of business, Maximizer CRM for Financial Services includes a number of predefined products/services and categories to represent the various types of assets or insurance policies that a client may have.
Each of the built-in categories also has an associated Key Fields list to group the relevant fields for that particular category.
Accounts are displayed in a list based on criteria specified in the status and close date filters. You can select and sort entries like in other lists in Maximizer.
The Accounts following tab displays the Accounts associated with the current entry. In the Accounts following tab for a Contact List entry, all Accounts associated with the entry are displayed.
In a Campaign, all Accounts in which the Campaign is assigned to are displayed.
- You can use accounts to formalize your account management process.
- Create processes—the stages you go through to close the business and convert to a managed account.
- Effectively schedule and coordinate the account management process among all members of your team.
- Ensure that all the right people in your organization have up-to-date information about the status of your accounts.
- Forecast the probability of successfully closing your accounts.
- View strategies for Accounts.
In short, your team can define your account management processes—the stages you go through to close different types of Accounts —and then apply processes to accounts.