Personalized Value Adds for Your Clients

A progress report or some other type of report for your clients and send it out with a templated note or letter that has to be done. There's just a million different ways that you could do this, but that would be kind of like quasi personalized. So let's say you are going to do a disability insurance update. And I might give you some super specific instructions in this letter on how to call your employer,. the disability plan through your employer and get updated numbers for me.

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