Sales & Marketing
Partner XLAdd Texting or Partner XL – Marketing today
Text with your customers from within system
It is essential for independent agencies to have a solution for text messaging with clients that does not open gaps in documentation. Too many agencies have cumbersome work-arounds or simply outlaw text conversations due to the associated risks. Partner Platform’s integrated text messaging solution makes it easy to send and receive texts and images with clients and lets you save a permanent record of the conversation with one click.
If you add Partner XL – Marketing you can also leverage automated text messaging campaigns to text clients when a policy is coming up for renewal, when a payment is late, or for whatever is needed.
What’s in Partner XL – Marketing?
Marketing Automation
- Schedule Automatic Drip Campaigns
- Market to New Prospects
- Cross-sell within existing client base
- Template library of campaigns available
Text Messaging
- Text with customers from within system
- Automatically attach images & conversations
- Eliminate the inefficiency of using your personal phone and cumbersome workarounds