Marketing Dashboard
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Prospect List

10 prospects to receive Small Business Mailer
› 40 prospects
to receive Auto No Home cross-selling
› New Mover 2/1/2011 Pending Approval

Leads

Name Zip Code Phone  
Mike Johnson 53705 305-859-8958
Paula Jackson 54405 305-449-8686
Max Swofford 53705 786-559-8958
Nancy Smith 53705 305-259-8911
1 2 3 4 5 > Next

Policy Holders

Name Product  
Carol Fox Homeowner Insurance Policy
Eileen Chambers Auto Insurance Policy
Niki Morrison Homeowner Insurance Policy
Nancy Smith Life Insurance Policy
1 2 3 4 5 > Next

Current Campaigns

Campaign Name Enroll Date Mail Date  
Small Business Mailer (Prospecting) 9/12/2010 10/12/2010
Home Owners X 9/3/2010 10/3/2010
Search Engine Marketing 9/3/2010  

Recommended Campaigns

Campaign Name Enroll Date Mail Date  
New Mover (Prospecting) 9/12/2010 10/12/2010
Address Labels (Prospecting) 9/3/2010 10/3/2010
Auto no Home (Cross-selling) 9/3/2010 11/3/2010
Radio Advertising (Prospecting) 9/3/2010 10/3/2010
Online Banner Campaign (Prospecting) 9/3/2010 11/3/2010

Corporate Campaigns

Campaign Name Start Next  
National Advertising 9/12/2010 10/12/2010