Automated Follow-Up
Client Streamline does your routine follow-up for you. Two kinds of automation come built in, running quietly in the background under Automation so no client slips through the cracks.
Post-sale check-ins
Section titled “Post-sale check-ins”After you make a sale, your new client is walked through a short series of touches — a thank-you, a check that their cards arrived, and a follow-up once their coverage is active. There are two versions, matched to the coverage type:
Both keep you in front of the client during the window that matters most for retention — with zero effort from you.
Appointment reminders
Section titled “Appointment reminders”Every appointment booked on your calendars kicks off a reminder sequence — a confirmation, a day-before reminder, and an hour-before nudge by email and text — so you get fewer no-shows.
What you don’t have to do
Section titled “What you don’t have to do”You don’t build, schedule, or send any of this. It’s already wired to your calendars and your pipeline. Your job is to make the sale and take the appointment — the follow-up takes care of itself.