Increase engagement with your clients by using our "touchpoint" emails. Every month we provide an email template you can use to educate clients on difficult subjects that relate to planning, preparing for, and then managing the loss of a loved one.
Each easy-to-read "touchpoint" contains anecdotes that educate and encourage clients to "act now" and organize their affairs - resulting in more client contacts.
Below are some sample touchpoint emails:
The founders of EstateManagerPRO™ aim to create a world class experience.
us. We'll show more of our satisfied clients using this