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Are You Texting Your Clients?

In the old days (and the old days weren’t that long ago), most business was done face-to-face or over the phone. In fact, that’s probably how many of you did business until the pandemic hit. While traveling to an appointment or having a phone conversation can be time consuming, they can also help you build relationships with your clients.

Are you using Outlook templates?

A great way to serve more clients during the open enrollment period is to reduce the amount of time you have to spend with each one. Unfortunately, that can be difficult to do without a corresponding reduction in service. Difficult, but not impossible. What if you could save time AND provide better service to your group and individual clients?

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