Tracking Prospective Customers and Keeping Them - An Attorneys' Title Guaranty Fund, Inc. Case Study

Attorneys' Title Guaranty Fund, Inc. (ATG) provides title insurance to homebuyers and lenders through a network of 3,000-4,000 lawyer members and an expert staff in Illinois and Wisconsin. ATG had a two-fold challenge. They needed a customer support mechanism to track incoming calls and emails, but they also needed a way to track a customer from the sales prospect phase all the way to a full customer support phase. Many departments within ATG needed to use the same application so that data was shared within the company. With PhaseWare's Tracker and Event Engine products, ATG has found one dynamic tool that brought the whole company together. The entire staff at ATG uses Tracker, including IT and Sales. They discovered that PhaseWare solved many more issues than they realized they had.