Introducing Our Latest Feature: Automated Reminders

2023-05-04 — 

We're excited to announce the release of a highly requested feature: automated reminders. With this new update, you'll be able to set reminders directly from your client notes, making it easier than ever to stay on top of your to-do list.

Once you've added a note to a client, simply set a date and time for the reminder, and we'll take care of the rest. You'll receive a notification in your account at the designated time. We'll also send you an email to ensure you never miss a task.

But that's not all - our automated reminders are designed to keep you connected with your clients too. Each email reminder will include the client's details as well, so you're always in the loop.

Say goodbye to missed tasks and hello to a more efficient workflow with our new automated reminders. Try it out today!

Oh, and apart from that we also started adding dates to our updates, so you can see how busy we are. 😉

Your Insurance Buffalo Team