Create strong, lasting relationships with your clients by keeping them informed, organized, and guided in the right financial direction.
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Our marketing products & services provide powerful, effective tools to communicate with your clients. The materials we provide are tailored to suit your individual needs, and the industry you conduct business in. Our marketing services used in conjunction with the KnowIT:CRM system create unlimited ways in which you decide to communicate with your clients. Whether you decide to send Quarterly Rapport Newsletters™, Consolidated Financial Reviews™ (CFR), Greeting Cards, or your own custom materials, we have the most powerful system on the market to help you succeed. Our marketing services are perfect for those who do not have the time or resources to do this themselves.
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We do ALL the work and Simplify YOUR life...
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Design & Print
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Fold & Stuff
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Stamp & Mail
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| All Materials are custom Designed & Printed |
Neatly folded and stuffed inside your personalized envelope |
Postage is applied and delivered safely to the post office. |
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| Each quarter, we produce “The Quarterly Rapport™” newsletter which you may customize as much, or as little as you like. Once you are happy with it, we print it, fold it, stuff it and mail it for you, to the clients of your choosing. For a lot less than you might think. Add a full color Consolidated Financial Review™ to show ALL of your clients insurance and investment accounts in one easy to read statement. We also offer Birthday Cards (sent weekly), Greeting Cards, Postcards, E-mail Campaigns, and more. There are no boundaries as to what you can have us create for you. |
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Access KnowIT:CRM from your Smart Phone No need to be tied down to your computer...