How often do your clients hear from you? Keeping in touch with current and potential clients helps ensure that when they have questions, concerns, or a need for additional services, they think of you first. Stay connected and build your relationships with our Loyalty Builder tools. It’s all a part of our Builder Suite of services.
Estate Plan Navigator
Help your clients build comprehensive, attorney-approved estate plans, without having to refer them to an outside attorney, with Estate Plan Navigator. Whether you’re dealing with simple or complex estate plans and documents, you can connect with a bar-licensed, in-state attorney right in the digital tool. The estate plan documents are even customized for your client, and are automatically reviewed and approved by an attorney.
Personalized Greetings
It’s simple to send personalized messages to clients throughout the year with automated greeting cards. You’ll never miss a client birthday, milestone, or holiday, and it’s another way to show how much you care.
- Birthday Cards
- Holiday Cards
