Tune-ups aren't just for cars: New strategy review messages
If the "check engine" light comes on in your car, you'll likely take it to a mechanic ASAP.
But a financial or insurance strategy doesn't have a helpful light that alerts a client to trouble. Or a light that reminds them that the occasional review of their strategy is important. That's why they've got you!
Help all of your clients start 2017 on the right foot. Use any of our new industry-specific, pre-written messages to invite them to a review of their financial or insurance strategy.
Be sure that they get the message: send it as a trackable text message from your desktop.
Need help? Call or email our Support Team: 800-865-7496 -or- firstname.lastname@example.org
Here's to your best year yet!