That’s right. We have a great way to generate thank you letters for people who renew their policies with you.
Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers.
Step 1: Go to Utilities from the Main Screen
Step 2: Select Agency Setup
Step 3: Go to the Communications Tab
Step 4: Place a check mark in the box next to Renewal Thank You in either the Direct Mail, Email or Text column. You can select all 3 if you like
Step 5: Hit the Edit Box next to the letter
Step 6: Either begin typing your letter or choose Sample Content
And you are ready for Jenesis to send them. Now all you have to do is maintain those policies.