Farmers Automation Essential Suite
A marketing suite, specifically for Farmers Financial Solutions agents, with FINRA reviewed videos, articles and calculators PLUS 7 automated email and/or social media campaigns!
$79 per month/suite/agent*
*Must be an active Farmers agent to qualify. Will be paid directly to FMG, any reimbursements/credits managed separately through Farmers.
Includes:
The ability to sync up to 30,000 contacts from Apex/Salesforce (if you need more than this, you'll need to get a separate suite)
A compliance-integrated content library, with:
- Web content- FINRA reviewed videos, articles, infographics and more, to share via email and/or social, housed on a Branded Landing Page.
- Greeting Cards: the ability for FMG to send greeting cards for you ($2.75 per card for FMG to print, stuff and stamp to send out for you)
FMG Automated "Set it and Forget it" Email and/or Social Media Campaigns:
Click here for samples
- Happy Birthday
Option 1: Email a birthday message automatically, and will notify you of birthdays that week.
Option 2: Physical Birthday Greeting Card Campaign - we'll mail a card, for $2.75 per card, automatically to the contacts you choose. - Holidays (Email)
Choice of New Years, Mothers Day, Memorial Day, Fathers Day, Independence Day, Labor Day, Veterans Day, Thanksgiving and Happy Holidays. Video of the Month (Email)
Keep in touch with an informative video on a financial topic that simplifies the complex, entertains and educates clients, and establishes you as a knowledgeable guide.Monthly Market Insights (Email and social media post)
With a video and newsletter highlighting what happened in the market the prior month with a monthly fun theme and newsletter. Becomes a Quarterly version 4 times per year."Retirement Insights" Newsletter (Email)
Email quarterly to Inform pre-retirees of the financial and lifestyle changes on the horizon with a newsletter entitled "Retirement Insights."Seasonal Check-In & Referral Messages (Email)
Automate a quarterly seasonal check-in to learn if anything has changed in your clients' lives and insert a soft ask for referralsSocial Foundation (social media posts)
Automatically post content to social media and establish a consistent, foundational presence on LinkedIn and Facebook with automated, FINRA-reviewed posts.
See how it all works!
Watch a quick, 6.5 minute "behind the scenes" video tour
of how easy, streamlined and compliant the suite is you'll have access to!