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Big Book of Email Templates

40+ turnkey templates

30+ pages

The EXACT, PROVEN templates used by a multi-7-figure insurance and investment-based practice

Practice Admin, Underwriting, Investment On-Boarding and more...

The template book is delivered to your inbox within minutes.

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Dynamically Updated

ONE TIME OFFER - Pay Members-Only Price $197 (Save $100!): Want my 16 page guide to building high performance teams? Our August Monthly Insider lays it ALL out, including: 3 useful calculations to determine how much your time is worth when determining the cost and value associated with adding a team member and how to gain clarity and confidence around designing new roles within your practice while gaining leverage, maintaining task congruency/role continuity, and creating efficiency out of the gate!

Serious Value:
  • Save Time For You: Save these as drafts, customize to make them your own and never spend time drafting standard email language again
  • Empower Your Team: With a draft in hand, they can customize the clients experience while having confidence that they are representing your style of voice accurately to clients 
  • ​Create a World-Class Client Experience

  • ​Dozens of Turn-Key Templates:​​
  • ​​Admin Replies
  • ​Underwriting/ New Client On-Boarding
  • ​IPS Account Opening/ Funding/ Trading
  • Standard scenario responses (Doc 600, Letter of understanding, additional coverage available, etc) 
  • ​Instant Access - Emailed to you in moments
  • ​Less than $10/ template!
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