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
titled:- 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.