8 February 2017

UPDATE: Acquire re-development

Marketing Team

Developed by brokers for brokers, Acquire was originally built in 2011 and now benefits over 80% of Network Members.

It currently provides them with the ability to:

  • Store client/prospect data; to easily and frequently engage with clients/prospects and/or target certain clients or prospects with specific content, relevant to their industry, trade or general interests. Every contact with a client/prospect is stored which therefore in turn builds a history of all communications.
  • Easily create and deploy attractive and effective e-mail campaigns, with the addition of seeing click through results, thereby providing a great insight into your clients/prospects interests and needs.
  • Access to an ever expanding article library relevant to the insurance industry, giving greater flexibility and the ability to increase the “personal touch” with clients/prospects.
  • Allow third party telemarketing companies access in order to keep databases up-to-date and make appointments around renewals.

We are now pleased to announce that Acquire is being replaced with a BRAND NEW system with enhanced features (all as a consequence of feedback received from Network Members during the course of the last 24 months). We have already purchased a new domain name which is www.myacquire.co.uk.

The development will be completed on a phased basis, alongside a chosen working party of Network Members.

Phase 1 development will include a sleeker, more user friendly environment, plus 35 notable enhancements; which include the following:

  • Addition of a new reporting function (provides the user the ability to extract any report they require)
  • New simple importing mechanism (user will be able to import data against their chosen spreadsheet data without the use of a standard template)
  • A new fuzzy logic search function (i.e.: ability to search without the worry of using and/& or Ltd/Limited)
  • Duplicate check when adding new clients
  • And the system will be mobile/tablet responsive providing the ability of using it on the move

On 31 January 2017, the networks project team members, Graham Goodman, Adam Holboj and Natasha Toft were showcased a prototype of the new system by our IT partners, DCSL Limited. At this meeting we were able to agree the Phase 1 development plan and stages of engagement, which are as follows:

Project Milestone

  • 1st February-31st May 2017 - Development of software to full specifications and working party testing of a UAT system.
  • 14th June 2017 - Development site to be showcased at Forum.
  • 1st July-31st July - Agree lead contact and roll out date with each Network Member location. Testing of live system
  • 1st August -30th December 2017 - Roll out of system and provide training to Leaders.
  • 31st December 2017 - Old system will be switched off and no longer utilised and ends Phase 1 of the project.

Phase 2 and 3 of the project will commence in 2018 and will include further enhancements plus any inevitable fixes where necessary, more information relating to this will be formally communicated in 2018.

If you should have any queries relating to this project, please do not hesitate to contact us.

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