
1. We searched out over 170 of the best homeowner information resources on the Web, then organized links to them in our Homeowners Intelligence Portal. (See the Demo Site here)
2. We setup a personalized Homeowners Intelligence Portal for our Client:
3. We create 40 email templates (in our client's Top Producer 8i System) that contain links to specific pages in the client's new, personalized Homeowners Intelligence Portal.
4. We create Automated Action Plans (in our client's Top Producer 8i System):
5. We Optimize our Client's database (in our client's Top Producer 8i System) for Mass Assignment of Automated Action Plans
6. We show our Client how to launch additional Action Plans (in our client's Top Producer 8i System) as desired

