TX Customers need some kind of yearly statement

For our FD clients, we send out policy anniversary statements yearly. FA clients do not receive these because we do not release growth to FA customers. We should have a yearly statement that reflects the face value of the contract to ensure the client that we still hold their policy. This will give them peace of mind and let our clients know they are important to us.


***See Katie Soto***

  • Angie Dobbs
  • Apr 17 2017
  • Not Planned
I need it... Yesterday (let's go already)
  • Apr 25, 2017

    Admin Response

    Precare is an excellent way to make our FA customers know they are important to us.For those funeral home clients that pay for this service we currently send out emails to these customers twice a year. For funeral homes that are not paying for this service this is an excellent opportunity to have a conversation about Precare and its benefits. 

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