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News & Press: CalAdvisor Newsletter

Featured Member Benefit: The Career Activity Management (CAM) System™

Wednesday, December 9, 2015   (0 Comments)
Posted by: Jessica Benjamin
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Featured Member Benefit: The Career Activity Management (CAM) System™

Designed to help individual producers track and boost their sales performance and manage their client cases, the Career Activity Management (CAM) System™, is a web-based powerful sales activity and production analysis tool. The CAM System features customization and coaching support features in a comprehensive, yet readily accessible manner, offered to NAIFA members at a preferred price.

The CAM System is designed to handle the three major areas required to build and manage a successful practice: activity, inventory and relationships. Using these three major areas and three simple steps, you can organize, analyze and control your practice with clarity and efficiency. All you have to do is enter your goals, sales activity and open case inventory and you are ready to use this innovative, powerful new system.

The CAM System also provides a virtual model for success including:

  • Activity—A single page report that provides a comprehensive analysis of your activity, skills, production and inventory.
  • Inventory—A powerful and unique Inventory Management feature.
  • Relationships—The CAM System can also help you manage and maintain on-going contacts to build relationships, capture cross-sales and lead to an expanding base of clients and referrals.
  • Planning and Prospecting—By entering several variables, the CAM System will generate a goal driven work plan and continually track your progress.
  • Coaching Guidance—Using a unique coaching feature, the CAM System displays suggestions from Dr. Barry Alberstein.

For pricing information or to order, call Career Activity Management at 360-371-7470 or at 360-371-7600.

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