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Home / Archive by category "Marketing"

Browsing the "Marketing" Category

Are You Working With CPAs?


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 06 Jul 2016   Posted by Cary Parker

There is a good reason why a CPA is considered their clients most Trusted Advisor. Think about the questions they get asked: What will be the capital gain tax if I sell my second home? Should I start taking social security now or wait until later? What is the Net Investment tax I am paying on my investments? Can...

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Grow Your Practice Exponentially – Get The Essential Guide


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 23 Jun 2016   Posted by Cary Parker

Search no further. The essential guide to Partnering with CPAs and Tax Professionals is here. Download your copy today to learn how you can bring unprecedented value and insights to CPAs and their firms and help them identify key clients for wealth management solutions. How can I help CPA firms expand...

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The Ultimate Guide To Qualified Leads


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 08 Jun 2016   Posted by Raymond McMannis

Did you know property casualty agencies typically operate on a 30% close rate? That means it likely takes an agency 10,000 leads to acquire 3,000 clients. That’s 10,000 marketable leads you could access from a single strategic partnership with a property casualty agency. Opportunity in the Property...

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Do You Want To Generate Qualified Leads And Increase Revenue?


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 03 Jun 2015   Posted by Raymond McMannis

Times are changing.  Maybe it’s evolution, or maybe it’s just technology.  We know there is a constant evolution of marketing technology and we are at the forefront by bringing you Brightbox Expand. Brightbox Expand provides you with everything you need to experience the agency sales growth...

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Expand Your Business With An Intelligent Lead Generation Platform


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 30 Apr 2015   Posted by CPS Insurance Services

Finding qualified leads isn’t always easy - and there's the cost, which includes valuable time that could be better spent with your clients. Brightbox Expand is an innovative, lead generation platform you can leverage to generate the qualified leads you need while creating an alternative stream...

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Last Minute Travel Booking With Hotel Tonight


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 23 Aug 2014   Posted by CPS Insurance Services

Hotel Tonight is a business traveler’s best friend! Available in 12 countries with hundreds of destinations, Hotel Tonight helps you book last-minute hotels rooms at great rates. Don’t settle for the motel by the airport when you can get exclusive deals for amazing hotels with the touch of a button....

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Leave The Dinner Plans To Dinner Spinner


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 14 Sep 2013   Posted by CPS Insurance Services

Take the hassle out of planning dinner and use the Allrecipes.com Dinner Spinner to plan your meal for the night! All the recipes from the site are home cooked, taste tested and approved so you know you’re choosing from the simplest and tastiest dishes. Search by ingredient to find new and fun ways...

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Organize Your Client Emails With MailChimp


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 31 Aug 2013   Posted by CPS Insurance Services

MailChimp allows you to connect with ease and send emails no matter where you are! Manage lists, add new contacts, send email campaigns and view reports while you’re on the go. With the ability to send email campaigns from your phone, you can manage emails wherever your business day takes you. The MailChimp...

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Simplify Your Life With MetLife


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 29 Jun 2013   Posted by CPS Insurance Services

The MetLife App is just another way MetLife is striving to simplify your life. With this free mobile app you can view and pay your bill, record an auto accident, search for a dentist near you and view your auto and home policy, directly from the palm of your hand. Whether you’re keeping up to date...

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Calculate Your Future


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 22 Jun 2013   Posted by CPS Insurance Services

It’s never too early to start planning for your retirement. Download Prudential’s free Retirement Income Calculator app and start developing the right retirement plan for you. It’s fun and easy! Just answer a few simple questions and the Prudential Retirement Income Calculator will work out your...

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