The touches you keep meaning to make
Service is the only thing separating twelve thousand representatives selling the same plans at the same prices, and it is almost entirely made of remembering. A birthday, a review coming due. These go out from your own number in your own name, on the day — and you write the words once, see exactly who is cleared to receive them, and keep the switch.
The review notice reads the review date on each client's record and offers to arrange a time, thirty days out or fourteen or on the day, as you choose — and one whose date has already passed goes on the next run, because an overdue review is the most due thing on your list. The birthday note is a message from you, on your own number, on the morning. Both show you the sentence a named client will read before it is ever sent, and the screen counts who is cleared to receive one.
Where it stopsThe review notice is never sent to somebody whose cover has lapsed — a cheerful note about a review is the wrong message to the one person whose policy has just gone. Nothing goes out to a client who has not agreed to hear from you: of thirty-four on the register the count lands at nineteen, and the line that removes the rest is consent rather than a missing mobile. Nothing sends itself before you have seen the wording, and every one of them has an off switch.
Free and Pro
The free plan keeps most of the workspace. The page, the replies and the documents all carry your name and your licence, and no other brand appears on any of them.