Only as good as the technology that sends it.
There are a lot of specific pieces of information you would probably like to include automatically when sending a welcome kit to a new client.
The only problem is, you can’t seem to find a way an easy way to do it without reinventing the wheel every time.
That’s what Joey talks with Eli Gillespie, of Gillespie Insurance Services, about as he tries to figure out the best way to get the most information to his clients.
Listen to Insurance in Your Words with Joey Giangola above…