Communicating With Your Client
Updated May 2nd, 2024
Who is this guide for?
Case Management Supervisors and System Supervisors
Convert2Client helps clients drive new & incremental revenue as your customers can go online 24/7 to get a quote without speaking with anyone.
This reduces the amount of administration needed and saves your firm time and money.
Send Client Care Letter
Running the client care letter displays the letter to be edited, when ready click Next will open the default email template which of course may be configured.
We also integrate with DocuSign to allow documents to be electronically signed. Please note that you will need a DocuSign account to use this and of course sign into it when clicking Send Email.
Send Quote by email
this will send the Quote via email directly from Convert2Client to the Email linked to the Quote
Schedule a call back
It’s possible to add reminders to call the potential client
Send Adhoc Email
Schedule Email
Choosing Schedule Email shows the same form along with the option to set a date and time.
Send Adhoc Text
Text messages may be sent to the potential client
Schedule Text
Choosing Schedule text shows the same form along with the option to set a date and time.
