Renewals, anniversaries, Dates of Birth, days between events, being a trustee, being a witness to a document and sums assured are all capable of triggering an event or alert.
Simply having an email go to a person in advance to alert them to a pending situation could prevent seepage or generate new business.
Compliance, Consistent branding, simple to use, Automation for regular Client updates such as pre-anniversary,
automated branded follow and automated activity monitoring no matter where your team are located
including home workers. Supported by UK based CRM professionals with over 30 years experience.