Q1 email messages
have been added to the following Custom and Quick Start Campaigns:
  • Monthly Newsletters
  • Personal Lines Nurturing
  • Commercial Lines Nurturing
We also have new
email templates
  • Thankfully Thorough Thanksgiving Prep Tips
    Easy tips to help your clients get in front of their holiday preparations
  • Mandatory Requote
    Help prepare your client for the requoting experience with this calm, supportive message.
  • How does bundling work?
    Perfect for sending to those clients who might not know this term and how it might benefit them
  • Thank you for meeting with me.
    A brief thank you email to send after a meeting.