Clients who hear from you between enrollment seasons are the ones who call you first. Here are three short newsletters you can put your name on this week, as a Word file you can edit.
General on purpose, with no plan or benefit claims, and a footer with spaces for your TPMO disclaimer and material ID. Check your agency's and carriers' rules before you send.
We'll email the file right away and send the monthly agent compliance update. Unsubscribe any time.
In Anviik you write a newsletter once, pick which clients get it and schedule it, with your disclaimer in the footer and a working unsubscribe link.