System and method for providing marketing resources to the insurance and financial professional through a global computer network

A method for managing customer relationships which utilizes a global information network, the method comprising the steps of:

• a. providing an applications server with a communication with a global information network;
• b. creating a central database in communication with the applications server;
• c. storing customer records from a plurality of producers in the central database, each customer record from one of the plurality of producers being indexed to the one of said plurality of producers;
• d. providing a browser based customer relations management model having a secured administration program permitting a particular one of a plurality of producers to access, edit and add the customer record indexed to a particular one of the plurality producers;
• e. the proprietor organizing the information to be sent to selected customers of the producer;
• and
• f. the producer sending the organized information to the producer for approval;
• and
• g. the proprietor using software to send the information to selected customers of a producer.

An apparatus for managing customer relationships, which utilizes a global information network, the apparatus comprising:

• a. an application server in communication with a global information network, the applications server having a central database in communication therewith, the central database having customer records from a plurality of producers stored therein, each customer record from one of the plurality of producers being indexed to one of said plurality of producers;
• b. a browser based customer relations management module having a secured administration program permitting a particular one of the plurality of producers to access, edit and add the customer records indexed to a particular one of the plurality of producers;
• c. a mail bulking software mechanism for automatically scanning, at predetermined times, the central database to determine due events for each customer record, the mail bulking software mechanism associating with each due event the specific records from the particular one to the plurality of producers indexed to the customer record associated with the due event, the mail bulking software mechanism generating files for bulk printing based on the due event associated with one of the customer records indexed to one of the specific records;
• and
• d. a targeted software module having software tools, each of the software tools being targeted at a particular category of the plurality of producers.