Jump start client education and personal referral network efforts by leveraging our communication techniques. Our Client Advocate will introduce EstateManagerPRO™ to your clients. We provide instruction based guidance and real world tested email templates to get started quickly.
The Marketing Toolkit includes communication tools for marketing and branding your practice with clients and prospects including services such as:
The founders of EstateManagerPRO™ aim to create a world class experience.
Our focus is SERVICE!