AutoMark: Your Online Marketing Assistant

Stay in touch automatically with AutoMark!

AutoMark is the NEW, innovative technology developed by Emerald to help financial professionals stay in touch with clients and prospects without the expense of adding staff. Now you can eliminate the time-consuming tasks of keeping track of your clients’ life cues—events that might trigger a need for your services or attention, such as birthdays, anniversaries, a new baby, or a child going off to college.

With AutoMark, you can communicate with clients and prospects through a variety of pre-approved personal, educational, and marketing messages. You simply select from an extensive library of FINRA-reviewed materials, set the dates and frequency that you wish materials to be delivered—and leave the rest to AutoMark!

AutoMark offers unlimited possibilities with convenient “marketing-on-demand” professional messages. You can set automatic delivery times up to a year in advance. AutoMark will automatically send messages and track all contacts — so you can spend our time more productively building your practice!

AutoMark Delivers!

• Automatic Content. Select Automatic Content tracks, and a new educational article will be delivered to your clients’ e-mail addresses each month.
• Special Campaigns. Send Special Campaigns monthly to reinforce your clients’ interest in specific topics such as annuities, long-term care, or college funding.
• Select & Send. Use the Select & Send feature to build mini-marketing campaigns for clients who have an interest in specific topics or products.
• Create Your Own Marketing Brand. Reinforce your professional image with your unique marketing brand—including your photograph and contact information—on all your e-marketing messages.

We offer discount pricing for AMZ Financial Insurance Services. For details, visit emeraldpublications.com and enter the promo code AMZ2723.

For a free demonstration, call an Emerald eSales Marketing Consultant at (800) 233-2834.