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We’re empowering agencies and advisors to do great things together

Automations April 24, 2019

Send useful reminders to your clients

Send useful reminders to your clients

Birthday, anniversary, passport expiration, visa expiration.

 

This application will indicate which client applies with witch category, select a period of time and also the agent will be able to select the client whom the remainder will be sent to.

 

Yo can personalized communication, edit the text at any time and send your communication with your personal signature!  

 

Trip-level reminders: automated mail days before the trip begins, mail when a trip ends, reminders of payments and others.