| E-Relationship was the first client and prospect e-connection tool in the insurance and banking sector in the United States and Canada. Today, it is indisputably the largest and most robust! |
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Agent testimonials attest to the system's effectiveness with increased appointments, increased sales, increased client loyalty and increased agent confidence. The effect of staying in touch with clients and connecting frequently with prospects has multiple advantages all positive in their effect on production, retention and satisfaction. |
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Before the mid 1990s, staying in touch involved three strategies: face to face, phone, and postal mail. Today it requires a fourth-the internet. In fact, if you are not using email to stay in touch with your clients and friends, you are underachieving!. Over the last ten years, e-Relationship's patent was issued and the system was loaded with appointment generating e-brief storyboards, likeability generating e-cards, validation generating e-articles and our content continues to grow. Increased flexibility and a set-it and forget-it auto e-mail feature has been added. All this, with award winning customer service has made us second to none within the financial industry! |
The four phases of Prospect Attraction are Specific Prospect Focus, Creating Local Awareness Strategies, Building Agent Character Uniqueness and Implementing an Automatic Frequent Touch Strategy. Though there are four phases, Frequent Touch is the hallmark to prospect attraction. The inability or oversight of staying in frequent touch will cause decreased loyalty and awareness to fade. |
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3300 Battleground Avenue, Suite 250 Greensboro, NC 27410
336 303 1000
info@e-relationship.com
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