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Your
Insurance Newsletter
Welcome…
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| ...to the Your Insurance Agent Newsletter Enrollment Site. We have
developed this site to guide you through the steps to place your order for
Your Insurance.
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This process will take less than 15 minutes to complete.
Read the following overview and click start at the bottom of this page.
PLEASE READ THIS WELCOME PAGE
CAREFULLY.
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Login |
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| The site works like a wizard. The first step, which you've already done, is to
establish who you are. Welcome Joe Agent. Please read
this Welcome page and click "Start Here" button at the bottom of this page. |
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2
Personal Information |
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| Next you'll confirm that your personal information is correct. You'll be able
to change your address, designations and other information to be used in the newsletter. You'll also be asked to confirm
that the photograph and signature we have on file is correct. |
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Article Choices |
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| Here you will make article
selections that you would like your newsletters to contain. There
are three article sections, choose one article for each section. |
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Mailing Process |
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CLIENT LIST:
The client list will be handled differently than in the past, so please
read carefully:
You can select customers to receive the newsletter by
reviewing your client list in this section. Initially, all customers will be selected for newsletter mailing. You
can deselect anyone you do not wish to receive the newsletter. The
clients you deselect will remain unselected for future issues unless you
change them, so this is a one time, important process. You do not need
to download a list or save the file.
SAMPLES (Extra newsletters)
Samples (extra newsletters you receive at your office and mail or hand
out yourself) may be ordered in addition to your mailed newsletters or
you may select to receive samples only.
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Prospect Maintenance |
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This feature is for mailing to prospective clients. You can either
upload a current prospect file with name and address information or
enter prospects individually in this step. You will have the ability to
update your prospects continuously.
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Summary and Order Placement |
| Finally, this page summarizes your
selections and confirms the data and order you
are about to submit. Once
you have accepted the terms of the order and
acknowledge the Commission Charge, your order is complete.
Your Insurance Newsletter will be shipping
in 3 – 6 weeks. You must click the "finalize" button to place your order. |
The customer newsletter program is
ongoing. Once you are enrolled into the program, you will remain
in the program and customers will receive newsletters four times a year unless you “un-enroll.”
Before each newsletter is published, you will have an opportunity to select optional articles.
You can manage your mailing list any time throughout the year.
If you have participated in previous issues this year
and do not approve and finalize this order, your newsletter will be mailed to
your previous clients using the agent information, photo and signature appearing on this site.
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| Thank
you for your Insurance Newsletter
order. If you have questions regarding your order please feel free to contact
Support at 312 375-0497. |
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