This is an example offering which would allow your customers to schedule a time to meet with you. Offerings automate customer interactions online by allowing them to schedule a service/appointment, pay for a lesson, purchase tickets/vouchers, request a quote, all with online payments. You can create as many as you like with pictures, descriptions, price options, and even questionnaires.Benefits
Whose Clients? Yours. And that’s where your time, energy, and resources are focused. That’s no small task. But you can’t lose sight of Capitol Hill, legislation in your own backyard, and your own professional development. That’s where the National Association of Insurance and Financial Advisors (NAIFA) comes in.
NAIFA is the largest professional association dedicated to the protection and advancement of insurance and financial advisors nationwide. Each day, NAIFA works tirelessly on your behalf to guard our industry and defend your bottom line. Who’s got the time to focus on protecting your industry and providing you with opportunities for professional growth? NAIFA.