Automated Follow-Up Marketing
for Financial Professionals

Develop your lost prospects into future customers

Key Features

  • Automatically uploads names from your online accounts
  • Reports who is clicking on articles so you know who to engage this month
  • Grows your list by monitoring your accounts for new names
  • Identifies life events (marriage, kids, homebuyers) so you call at the right time
  • Simplifies the referral process
  • Uses trending analysis to identify relevant articles

Testimonials

  • "I'm getting really good responses from the newsletter. People I haven't heard from in AGES are emailing me back and give me great comments. Three people called me recently just because I was in front of them."
    • Julie L.
    • Simi Valley, CA
  • "I closed my first two clients from the newsletter this past week. Two $50K annuities for a couple. All came from newsletter since we had no contact before then!"
    • Michael M.
    • Apollo Beach, FL
  • See note below... This inquiry resulted in a $5,500 term conversion sale. This will cover me for several years. Thanks guys!
    • Jeff L.
    • Melville, NY

Our Promise

  • We will protect your privacy
  • We will never communicate with your contacts without your permission
  • We will never sell your information