PROFESSIONAL SUPPORT
We are here to empower you with strategies and solutions and to reinforce your relationships with your clients
Hello Agents!
ADDING VALUE FOR YOUR CLIENTS IS AS EASY AS 1, 2, 3
Step One:
Your First Step is Simple!
Register & Identify Your Client:
Step Two:
You can choose which of the three options below best fits with your client
OPTION ONE:Send the video below to guide your client through an interactive video to discuss their personal situation AND schedule a follow-up appointment.
|
OPTION TWO:Copy and paste this QR code into an email to send to your client for them to go through the video on their own:
|
Option Three: |
Step Three:
Based upon results of the interactive video, either you or your client can make an appointment with an attorney.
We will notify you when appointment is made.
We will notify you when appointment is made.
Use the button below to refer a client that you KNOW needs a custom plan.