How DocuBank Supports Your Firm
DocuBank was established in 1993 to ensure that healthcare directive are available when needed. DocuBank partnered with it's first estate planning professional that same year - helping firms make their documents work. Over the decades DocuBank has grown to add benefits for clients and additional marketing support for your firm. DocuBank is a decades proven value add for your firm and for your clients. Win-Win.
Adding DocuBank is simple. We work with new firms, existing firms and new staff to make sure that the client enrollment process is easy and seamless. The onboarding process includes:
- Initial Client Care Program
- Client Care Program Renewals
- Client Care Program Referrals
Quality support is key. DocuBank support is second to none. We provide everything you and your staff need to make DocuBank a successful part of your firm. Here are just some of the ways we support your firm:
- Monthly Staff Training Webinars
- Personalized Check-ins
- Simple Instructions and Materials
Partner Firms
Firms who partner with DocuBank to protect their clients and market their firm are choosing a company with over two decades of successful partnerships. Whether you are considering adding DocuBank to your successful firm, or if you're just getting started, we are here to help so adding DocuBank is easy and successful. The full benefits to your firm will be explained during your on boarding process, but here are a few key options:
- Color logo on all client cards
- Your firm mentioned in client correspondence
- Fax sent to client physician as a firm intro
- Renewals and other marketing perks as part of a Client Care Program
- Branded landing page at DocuBank.com
- Renewal discounts attributed to your firm
- Alerts for your firm when DocuBank is used