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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 to "set it and forget it"!

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) 

7 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.                         
  • Financial Know How Newsletter (Email)
    Deliver informative financial topics each month, featuring a mix of videos, articles, and educational content (with a few links drive traffic to your branded landing page)

  • 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 referrals

  • Social 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!

Click to watch here!

Pricing

$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.

Want more information or to sign up? Please request below.

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