Communication That Counts
Great customer service starts with great communication. PensionPro enables teams to communicate with each other and their clients. Account notes help tell the story, and the ability to communicate with all clients simultaneously helps deliver critical messages with consistency.
Features
Sending emails from each Plan Consultant can be done in a few clicks to help you keep things personal. Customize your content, recipient list and merge pertinent information with the Blast Email Tool. Design your own HTML templates to create effective client communications. Create a paper trail, without the paper.
Quickly and efficiently communicate important messages to your clients while maintaining your brand. Blast Email provides you with a quick and easy way to ensure you can get important messages to your clients with minimal effort.
By using Blast Email templates, you will deliver consistent messages to all your contacts. They can include customized salutations combined with evergreen text to create a personalized mass communication.
Being able to email all of our clients with a personal note is critical. Blast Email helps us personalize and customize our messages in no time at all.”
Todd Henry
President | PA Retirement Solutions
Customer Since 2011
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Find out what PensionPro can do for your firm.