In this issue:
Free Presentations this Month: Learn about New PacificSource Sales Opportunities
Introducing PacificSource’s Agent iStore
|
Volume 2, Issue 9: August 13, 2007
Please join us for a one-hour overview of our new individual programs and online technology! Your local Individual Sales Representative will also be on hand to answer questions.
- Learn how our new online applications for Individual and Short Term Medical—through Agent iStore—can ease your workload and increase your bottom line.
- Become an expert on our new Short Term Medical product.
Bend
August 14 and 15
Presentation location: PacificSource Bend Office, 320 SW Upper Terrace Dr., Suite 101, Bend, Oregon
If you are unable to attend one of the Bend presentations, please contact Individual Sales Representative Mike McKibben to set up an appointment.
Medford
August 23
Please RSVP by Friday, August 17, to Jenna Workman, jworkman@pacificsource.com
Fax your completed Medford registration form to (541) 225-3638
Presentation location: Rogue Valley Country Club, 2660 Hillcrest Road, Medford, Oregon
Eugene
August 27
Please RSVP by Friday, August 24, to Marcella Soulagnet, msoulagnet@pacificsource.com
Fax your completed Eugene/Portland registration form to (541) 225-3657
Presentation location: PacificSource Headquarters, 110 International Way, Springfield, Oregon
Portland
August 29 and 30
Please RSVP by Friday, August 24, to Marcella Soulagnet, msoulagnet@pacificsource.com
Fax your completed Eugene/Portland registration form to (541) 225-3657
Presentation locations:
August 29—Hayden's Lakefront Grill, 8187 SW Tualatin Sherwood Road, Tualatin, Oregon
August 30—Doubletree Hotel, Lloyd Center, 1000 NE Multnomah, Portland, Oregon
Watch your mailbox for the registration form for presentations in your area. Seating is limited, so please reserve your spot early. All PacificSource-appointed agents and their staff may attend. Note: If you are unable to attend one of the presentations please, contact your Individual Sales Representative to set up an appointment.
Top of page
Your online marketing and client management resource
Beginning August 17, 2007, PacificSource’s Agent iStore brings together the advantages of online marketing and access to better serve you and your individual clients.
Through your own customized Agent iStore Web page, your clients and prospects can:
- View PacificSource individual and family plans
- Get instant quotes
- Apply online
- Pay premiums online
Our new Agent iStore online technology offers you convenience and service. Whether you’re a computer novice or pro, Agent iStore makes serving your clients and managing resources easier than ever.
- Easy-to-follow onscreen instructions lead you through the registration process. If you need additional help, assistance is just a phone call or e-mail away. We’ll help you get up and running.
- Link to your Agent iStore page from your own Web site or e-mail. We’ll supply you with a graphic link for your Web site and a text link to include in your e-mails.
- Instant verification lets you know we’ve received an application.
- Your client information is safe and secure—and only a click away. Access your client information anytime from your computer.
- Check application status online. View a list of your iStore client applications. You can also view client notices online or choose to receive e-mail copies.
- Print a copy for your records. You can view and print the application.
- Sales credit tracking is built in.
To get started, attend a presentation (listed above) or contact your Individual Sales Representative. Once your Agent iStore account it set up, you can start spending more time with your clients and less time with paper.
Top of page |