MyNameFlow is a marketing tool for Insurance Agents and Financial Advisors that automates the process of following up with prospects.  The tool automatically collects contact information and sends out a monthly email newsletter.  The tool significantly increases a user’s distribution list by capturing emails from both the Agent’s address book and sent email folder.  MyNameFlow also identifies when a user’s prospects have life events and notifies them so that they can contact the prospect at the right time.

Research shows that 80% of potential sales are lost due to lack of follow up.  MyNameFlow works like a personal assistant and automates the follow up to make sure you never lose a prospect.  Our passion is to help financial professionals use technology to grow their business.

MyNameFlow

This department oversees the overall operational strategy and execution to ensure efficient organizational performance.

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