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"Number one reason I signed up
was that it happens automatically.
It's also a higher level form of
communication, and it hits
the right audience."
Ted Zouzounis
Why Act Now?
One of the key features of the program is the personal nature of the messages from you to a limited number of advisors. These are people who know you personally. The program is designed to help cultivate a personal and professional relationship with them.
To this end, our commitment to you is that once you submit your list of names, we will only send your messages to them. In other words, we will "protect" your names. By "protect," we mean we will not send messages from your competitors to names on your list.
To do this, we keep a master list of all the names from all of our clients. We then compare all new names submitted to our master list. Any new name already on our master list will be rejected.
We are working on a first come, first served basis. The sooner you submit your names, the sooner you can keep your competitors from reserving those names.
This program would obviously lose appeal among referral sources if they started getting messages from numerous producers with the same message. And we know you wouldn't like it if your competitors started sending messages to your referral sources. That's why, once we get your list of referral sources, we will not send them messages from any other producer.