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Are You Using Your Client Presentation Effectively?

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As an ABN Agent, you have in your hands a powerful marketing tool you may not be using yet — your custom, clickthrough-coded Client Presentation. We’ve tailored this to prospects — those who might be able to use the LeverageLine credit line program — and you are free to send it out or use it on your website, etc as a perfect intro to our program. 

Keep in mind that should a client click on any link anywhere in the document, it will automatically “lock” that client prospect to you as the referring party. For this reason, you may want to try to send it out as an email attachment, or host it for download on your website with a simple link to it. 

However you chose to use your custom client presentation, you will benefit from the exposure to your client prospects via the information that has been built into the presentation. We created it to answer the typical questions a new prospect may have, so that you don’t have to bear that responsibility. And since it links directly to our continuously-updated website at abnicholas.com, you have the assurance that your clients are getting the very most up-to-date information directly from our licensed lending institution partners and advisors. 

Concerned about a client recipient attempting to circumvent? Don’t be. We at ABN are famous for protecting our referral parties. You can use this coded presentation; or you can provide us the name of prospects you are working with. Whatever means you choose, we protect our agents rigorously. That you can be sure of. 

Remember: A. B. Nichoas will NOT accept any applicant for any reason who does not apply through the secure Quote Request Form. So when you send your client to the form via your presentation or a link you code yourself (we can help if you need it) to the Quote application  at abnicholas.com/quote, your information is always captured and credited to you. 

Still need assistance? Give us a call at 202.379.4744. Or drop us a line at [email protected] We are always ready to help you succeed.  

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