e-Relationship® | Success Stories

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. This is the easiest way to stay in front of them once a month. You will see results like I do when the number of people in the database is over 500.”
– David Clemons | Kirkland, Washington

'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.”
– Dennis, Vice President | Director of Agencies

'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.”
– Luke | Advisor

"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. 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.”
– Dennis, Vice President | Director of Agencies

'Continual connection works'

"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!"
– Jon L. | New York Life

'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.”
– Michael | Producer

'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.”
– Alex | Advisor

'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!”
– Daniel | Hunt Valley, MD

'Appointments already!'

"I have already scheduled 3 sales appointments from my first 12 client responses (excellent!)"
– Dwight Frank | Knights of Columbus

'Increased appointments'

"e-Relationship gives me, on average, 7 new appointments per month."
– Chris | MDRT Producer

'Lead generator'

"I wish I’d started using e-Relationship sooner. I've gotten so many leads from it!”
– Denise | MDRT Producer

'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."
– Tom T | Independent

'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.”
– Financial Planner

'‘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.”
– Financial Professional

'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.”
– Financial Planner

'‘Pleased and excited’ clients'

“Approximately two dozen clients responded that they are pleased and excited to be added to my e-Relationship distribution list.”
– Financial Planner

'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!!!”
– Financial Professional

'Recruiting success'

“I… sent my first recruiting storyboard to my list of nominators. Within 24 hours, I had two names of candidates.”
– Manager, Financial Services

ADVISOR STORIES
Real Subscribers Reporting Real – World Results!

"265 career requests in one day! Incredible.”

Robert Marlowe, Jr, CLU, FICF, LUTCF
Knights of Columbus

“Power recruiting day is a no – brainer. I give this my full endorsement. We had over 400 initial responses which resulted in over 70 first interviews and 10 in contracting. The numbers are great but the unexpected results surpassed all other expectations. The increased camaraderie and the new recruiting discipline that the Partners adhered to made the whole experience worthwhile. Thank you, Bob, for your professionalism and all the help!!”

Kyle Williamson, CLU | New York Life Insurance Company
Managing Partner | Florida

Within 15 minutes of my intro emails going out to the people in my database, I received 3 emails back! The first one saying "Collin, thank you for the email.” We are planning to meet."

Collin B

New York Life

I love how the software is always updated with new features!

Kofi

Advisor

“It is really convenient. I am able to be in their ear. It reminds the client they are not out there alone. Clients will do business with someone and never hear from them again, but e-Relationship helps you reconnect with the client. I have had many clients respond back to my emails and I am really glad to get their responses.”

Renee | Advisor

We’re big fans of e-Relationship – it gives a tremendous amount of awareness to our clients of what we’re doing and it keeps our name in front of clients — that’s worth a lot of money to you!”

Joe

MDRT Producer

I received eleven email responses and three phone calls on the very first day resulting in two appointments with former co – workers that I had not spoken to in years. e-Relationships has exceeded my expectations.”

Alexis Britton, CLU

New York Life

Out of 17 requests for contact, I set 15 appointments."

Chris

MDRT Producer

Easy – tons of responses. It's amazing how quickly it worked."

MDRT Producer

Sent my first storyboard yesterday and the response data you provide is wonderful. Thank you!

Marc

e-Relationship gives me, on average, 7 new appointments per month.”

Chris

MDRT Producer

One of my clients responded back to the first e-Relationship [storyboard] sent to him, thanking me for the information. He applied for a million dollar policy.”

Darrell

Producer

What Our Customers Say About e-Relationship!^®

'3-5 sales each month'

'Second-to-none training and support'

'Automation is key'

"Excellent Service & Support"

'Continual connection works'

'A non-invasive way to stay in touch’'

'Efficiently maintaining a presence'

'First mailing’ success!'

'Appointments already!'

'Increased appointments'

'Lead generator'

'Automated response generator'

'One email, three sales!

'‘Love, love, love’ that referral generator'

'Same-day results'

'‘Pleased and excited’ clients'

'Loving this tool!'

'Recruiting success'

ADVISOR STORIES
Real Subscribers Reporting Real – World Results!

Robert Marlowe, Jr, CLU, FICF, LUTCF
Knights of Columbus

Kyle Williamson, CLU | New York Life Insurance Company
Managing Partner | Florida

Collin B

New York Life

Kofi

Advisor

Renee | Advisor

Joe

MDRT Producer

Alexis Britton, CLU

New York Life

Chris

MDRT Producer

MDRT Producer

Marc

Chris

MDRT Producer

Darrell

Producer

What Our Customers Say About e-Relationship!®

'3-5 sales each month'

'Second-to-none training and support'

'Automation is key'

"Excellent Service & Support"

'Continual connection works'

'A non-invasive way to stay in touch’'

'Efficiently maintaining a presence'

'First mailing’ success!'

'Appointments already!'

'Increased appointments'

'Lead generator'

'Automated response generator'

'One email, three sales!

'‘Love, love, love’ that referral generator'

'Same-day results'

'‘Pleased and excited’ clients'

'Loving this tool!'

'Recruiting success'

ADVISOR STORIES Real Subscribers Reporting Real – World Results!

Robert Marlowe, Jr, CLU, FICF, LUTCF Knights of Columbus

Kyle Williamson, CLU | New York Life Insurance Company Managing Partner | Florida

Collin B

New York Life

Kofi

Advisor

Renee | Advisor

Joe

MDRT Producer

Alexis Britton, CLU

New York Life

Chris

MDRT Producer

MDRT Producer

Marc

Chris

MDRT Producer

Darrell

Producer

What Our Customers Say About e-Relationship!^®

ADVISOR STORIES
Real Subscribers Reporting Real – World Results!

Robert Marlowe, Jr, CLU, FICF, LUTCF
Knights of Columbus

Kyle Williamson, CLU | New York Life Insurance Company
Managing Partner | Florida