5k +
Your Trusted Partner
Company Insight
Connect Trust and
Boost Sales
People do business with those they know, like and trust. Frequent communication attracts appointments to you! We have helped thousands of agents, advisors and Fortune 500 companies double their commissions.
- Top-Rated Insurance Firms
- Increase Visibility
- Boost Credibility
Why Financial Advisors and Agents
Use e-Relationship?
To Get Noticed and Stay Connected
Poor communication is the #No.1 reason advisors lose clients. Maintaining a consistent connection makes a difference. In fact it can mean keeping your clients. Thousands of financial professionals use e-Relationship to keep in touch with their clients and prospects.
To Get Noticed and Stay Connected
Poor communication is the #No.1 reason advisors lose clients. Maintaining a consistent connection makes a difference. In fact it can mean keeping your clients. Thousands of financial professionals use e-Relationship to keep in touch with their clients and prospects.
Lead-Generating Dynamic Content
Our patented e-Storyboards start the conversation. Our content library include an array of 18 digital content modules expertly written to generate significant new business opportunities. A collection of pre-built, compliance-approved email communication messages is ready at your fingertips.
Lead-Generating Dynamic Content
Our patented e-Storyboards start the conversation. Our content library include an array of 18 digital content modules expertly written to generate significant new business opportunities. A collection of pre-built, compliance-approved email communication messages is ready at your fingertips.
Prospecting Made Easy
e-Relationship eliminates guesswork by revealing clients' and prospects' interests. Financial agents often misread needs, leading to frustration and reduced retention. e-Relationship generates clear responses from recipients, indicating their interests and enhancing understanding of client needs.
Prospecting Made Easy
e-Relationship eliminates guesswork by revealing clients' and prospects' interests. Financial agents often misread needs, leading to frustration and reduced retention. e-Relationship generates clear responses from recipients, indicating their interests and enhancing understanding of client needs.
24/7 Marketing Assistant
Our easy-to-use marketing automation feature provides you with the opportunity for frequent connections with clients, prospects, and Centers of Influence via automated (“set it and forget it”) communications — as well as individual and group email messages. Our contact grabber automatically adds new prospects and clients to your database. All of this is done behind the scenes so you can spend time where it matters the most.
24/7 Marketing Assistant
Our easy-to-use marketing automation feature provides you with the opportunity for frequent connections with clients, prospects, and Centers of Influence via automated (“set it and forget it”) communications — as well as individual and group email messages. Our contact grabber automatically adds new prospects and clients to your database. All of this is done behind the scenes so you can spend time where it matters the most.
Automatic Real Time Notification of Leads
Your email recipients always have the opportunity to respond directly to you. This gives you the power to call on hot leads immediately. Text message response features are also available so you can follow up on the go.
Automatic Real Time Notification of Leads
Your email recipients always have the opportunity to respond directly to you. This gives you the power to call on hot leads immediately. Text message response features are also available so you can follow up on the go.
No Long-Term Contracts
There are no long-term contracts. Subscribers keep it because it works.
No Long-Term Contracts
There are no long-term contracts. Subscribers keep it because it works.