Send this out via email with the CD attached for all of your 2022 clients. Then post it on your social media pages saying something like, "Hey 2022 Clients I just dropped this in your inbox with your CD so you do not have to go digging for it!"
You get to contact Past Clients and stay top of mind.
These touches count toward your goal of gaining referrals from your Clients for Life
You are the that reminded them of ways they can save money.
Now everyone who has not used you as their agent can see the kind of service you are out there providing for your clients, and you know- FOMO kicks in.
We get to sit back and see how many other agents and office follow our lead
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