What Our Customers Say About e-Relationship!®
'3-5 sales each month'
“During my 17 years in the insurance business my email drip campaign has ALWAYS been my best investment in marketing dollars to maintain and grow my business. Nothing even comes close to the value. I add 30-40 names a month to my database which is now at 3,300 names on the e-Relationship platform. Each time I send a message to clients, prospects or professional networking partners I get a tremendous response. I make 3-5 sales each month as a result of this email contact. Even birthday cards have a major impact. I find the sales process for many of our products takes years for a client to pull the trigger.
'Second-to-none training and support'
"e-Relationship has been our answer to providing our agents with a great email marketing campaign tool. e-Relationship went above and beyond in developing a program tailored to meet the specific needs of our company and our agents. The Enterprise edition provides a customized, turnkey, compliant marketing tool at a very affordable price. The training and support provided to our agents by e-Relationship has been second-to-none and is provided with no additional fees. The system provides a built-in management tracking system that provides accountability and a way to measure return on investment.”
'Automation is key'
“I have found the use of e-Relationship to be quite valuable in my practice, as it is an easy way to keep in touch with potential customers and clients. The one thing I like the most about the service is the ability to automate many different messages to my clients, which provides me an efficient way to keep track of what I sent to who and when I sent it to him without pouring a lot of time into keeping track. I also value receiving alerts when someone responds to a message that I sent them, which gives me an opportunity to keep that person engaged. I began using e-Relationship because a colleague suggested it to me and after using it for a year, I would definitely recommend the service to someone else.”
"Excellent Service & Support"
"e-Relationship has been our answer to providing our agent’s with a great e-mail marketing campaign tool. e-Relationship went above and beyond in developing a program tailored to meet the specific needs of our company and our agents. The Enterprise edition provides a customized, turn-key, compliant marketing tool at a very affordable price.
"I signed up for e-Relationship three years ago. This week I heard from a woman who I met three years ago. She has been receiving the various messages from e-Relationship and has never had any communication with me. After she received my Thanksgiving Card this week, she called to schedule an appointment to discuss her upcoming retirement. Continual connection works!"
'A non-invasive way to stay in touch’'
"It keeps your name and face in front of clients in a non-invasive way to stay in touch with them. I like e-Relationship because when I send out an email, my clients appreciate the communication and I get about 10-15 responses per month. I have used e-Relationship for years and I love it.”
'One email, three sales!
“The first time we sent an email, one of my clients wanted to increase their amount of life insurance, another client purchased long-term care insurance, and a third client did an in-service distribution of his 401(k) assets into his annuity.”
'First mailing’ success!'
“I like that e-Relationship is automated and easy to use. I got a client after the first mailing! It’s been really good to me!”
'Appointments already!'
"I have already scheduled 3 sales appointments from my first 12 client responses (excellent!)"
'Lead generator'
"I wish I’d started using e-Relationship sooner. I've gotten so many leads from it!”
'Efficiently maintaining a presence'
“I find e-Relationship to be an invaluable tool in keeping in touch with my clients. The regular emails that my clients receive help keep financial topics forefront in their minds and I receive replies from clients every time an e-Storyboard gets sent out. It’s a very efficient way of maintaining a presence with a client no matter how busy I get.”
'Automated response generator'
"Just sent our first mailing while still loading the first and second source of names, when, I received four email responses to the mailing."
'‘Love, love, love’ that referral generator'
“I’ve already made appointments and received referrals using the program. In fact, one prospect I’ve tried to reach for over three years responded to the introductory message that was sent out, and he has now agreed to work with me for his retirement needs. I absolutely love, love, love using this tool.”
'Same-day results'
“The same day [my initial communication] went out I received approximately 30 emails back from my clients thanking me for thinking of them and seven asked for additional items of business ranging from rollovers to requests for review meetings…one of the best tools to keep our names in front of folks in a nice way that I have seen in my 26 years.”
'‘Pleased and excited’ clients'
“Approximately two dozen clients responded that they are pleased and excited to be added to my e-Relationship distribution list.”
'Loving this tool!'
“I sent 681 [of the introductory email] out and had 40 responses so far… [including] the number for a big HR department to discuss doing educational programs. I am loving this tool!!!”
'Recruiting success'
“I… sent my first recruiting storyboard to my list of nominators. Within 24 hours, I had two names of candidates.”
