We have partnered with thousands of estate planning professionals to ensure that DocuBank supports and enhances your firm. With features, client impressions and renewals that are geared toward reinforcing you and your firm, DocuBank isn't just a valuable tool for your clients, it is a marketing investment for your firm.
We mention your firm when talking and corresponding with clients so that they remember your firm and connect the protection and service you provided through DocuBank. Some of the ways we reinforce your firm through third party marketing are:
Clients receive personalized cards that list your firm name, and can display your logo. Putting your firm name on the card means clients carry this information with them always. DocuBank brand supports include:
Through reinforcing your brand, and mentioning your firm with client impressions, DocuBank helps strengthen your firm's relationship with your clients. We put a premium on providing an excellent client experience and know that satisfied clients refer friends and family.
While most firms provide an initial membership and then let clients renew on their own, DocuBank is a tangible part of many successful Client Care Programs. Ask us about how renewing clients helps strengthen your plan.
While the DocuBank focus is immediate access to healthcare directives and information, we also provide a storage solution for all client files. SAFE is a complementary part of every client membership and allows your firm to upload and share files with clients electronically. Ask us about how you can use SAFE for your clients and your firm.