FOR YOUR CLIENTS


Debt Payoff Reminder Campaign

Policy Review Reminders

Policy Anniversary Reminder Campaign

  • Birthday Campaigns

  • Nurture sequences for cross sell opportunities

  • Smart CRM to keep track of contacts, tasks and notes on each client

  • Pre-done Monthly Newsletter to send out


FOR PROSPECTING & LEADS


  • Pre-built custom YFB Experts website

  • Pre-built sales funnel w/ presentation

  • Custom Mark & Joyce digital report w/ link

  • Pre-written email and text templates

  • Smart CRM to manage leads and follow ups

  • Online Data Form

  • Online Calendar System

  • Appointment reminder campaign

  • Long term email nurture campaigns

  • Pre-done Monthly Newsletter to send out

Get Started With YFB Connect

Monthly $99 plus one-time $199 setup fee (1 year commitment)

Contact InfoWho is buying?
Payment InfoHow are you paying?
Billing Address
We Respect Your Privacy & Information. By providing us with your information you are consenting to the collection and use of your information in accordance with our Terms of Use and Privacy Policy

Get Started With YFB Connect

Monthly $99 plus one-time $199 setup fee

(1 year commitment)

Contact InfoWho is buying?
Payment InfoHow are you paying?
Billing Address
We Respect Your Privacy & Information.

FOR YOUR CLIENTS


Debt Payoff Reminder Campaign

Policy Review Reminders

Policy Anniversary Reminder Campaign

  • Birthday Campaigns

  • Nurture sequences for cross sell opportunities

  • Smart CRM to keep track of contacts, tasks and notes on each client

  • Pre-done Monthly Newsletter to send out


FOR PROSPECTING & LEADS


  • Pre-built custom YFB Experts website

  • Pre-built sales funnel w/ presentation

  • Custom Mark & Joyce digital report w/ link

  • Pre-written email and text templates

  • Smart CRM to manage leads and follow ups

  • Online Data Form

  • Online Calendar System

  • Appointment reminder campaign

  • Long term email nurture campaigns

  • Pre-done Monthly Newsletter to send out