Solution introduction
Want to be there for your clients during major Life Events such as getting married, divorced or having a child?
We’ve got you covered!
Context
There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects.
- Ranging from Birth to Loss of a Loved One
Solution
As soon as you get wind of a Life Event happening for one of your clients or prospects, you go into your CRM and flag the respective contact.
Bento then sends an advice package with relevant multi-format materials for you to leverage in the form of a Task/Activity.
As always, the advice comes in multiple formats, so that you can pick the best communication mode on a client- or prospect-specific basis. We also include a set of Internal Use Only Advisor FAQs, so that you can brush on the topic as needed.
So you can engage all of your clients and prospects on the right topics, at the right time, in the right way.
