You can now automate email or text messages for the following events so that your clients get notified timely:
- Birthday
- Policy Renewal
- Referral Requests
- 65th Birthday
- Welcome Clients
- Cross-Sell
- Thank you Clients
- Client Pulse/ Google Reviews
- Lost Deal
- X-Date
Agents have the ability to send templatized messages to clients on an automated basis as and when a client meets, or triggers, the qualifying criteria or logic for the automation.
Text Messaging & Email Campaigns
