Client-Touch Systems

"Hi Tina, just wanted to wish you a happy birthday today, you got any special plans...?"

We keep your clients feeling valued—so you can focus on growing your business

"Hey Sam, we saw you did a 10k run last weekend—congrats, that’s awesome...!"


Handled for you—while you’re out delivering your next annuity policy

How It Works

1️⃣ Personal calls, done for you
Birthdays, holidays, just-cause and researched event based touches—handled with a personal touch, like having another staff member

2️⃣ You focus on growing your business
We keep your clients feeling valued while you sign you next life app

3️⃣ Easy, secure, and tracked
Calls are logged and notes added to your CRM—weekly reports keep you in control

Why It Works

  • Clients remember unexpected personal touches

  • Most agents only reach out when selling

  • Consistent contact builds trust and familiarity

  • Familiar voice = stronger perceived relationship

  • Stronger client relations = greater trust

  • Greater trust = more referrals, more policies

Service Plans / Pricing

Starter Plan — “Essential Touch”

$49/month

  • Birthday calls

  • 1 additional annual "just-cause" call other than holiday

  • Voicemail if no answer

  • CRM note logging

  • Recorded phone calls

Covers the basics—ensures no client is forgotten

Growth Plan — “Relationship Builder”

$99/month

  • Everything in Starter

  • 1 Holiday call annually (Thanksgiving, etc., your choice)

Adds consistency that builds real relationships

Premium Plan — “White Glove”

$199/month

  • Everything in Growth Plan

  • A-List client handling (top 40 clients)

  • Manual online research: trigger-based outreach

    • kids, grandkids achievements

    • local events

    • philanthropic engagements

    • additional personalized outreach opportunities

  • Custom call scripting

  • Minimum 2 additional event based calls per year

  • Real-time email notifications to you about A-List activity

Drives referrals and additional AUM from top clients

No selling—just warm fuzzies!

You know you should be calling up each of your clients at least a few times a year just to say hi and not talk business, but you don't...

You don't have the time and neither does your regular staff

We take care of these vital communications for you at a fraction of the cost of hiring your own dedicated person

"....congratulations to your granddaughter on her special day, you must be very proud..!"

order now