| Other benefits of
DocuBank® |
- Protect Your Clients, a Great Visual Aid, and Message
- Health care documents are
unavailable in 3 out of 4 cases without DocuBank®
- DocuBank®
makes your clients’ health care documents work
|
| Improve your
marketing to prospects |
- DocuBank® is a
unique, client-focused service that prospects appreciate
- Show them your own
customized Emergency Card --- a great visual aid, and
message
|
| Help generate
follow-up business |
- Your clients receive
customized materials that mention you by name and
encourage them to contact you with any changes affecting
their estate plans
- 93% of clients responding
to a recent survey “agreed” or “strongly agreed”
that DocuBank® built their confidence in
their attorney or advisor.
|