You can send a self-service link to your clients and track when they are done.
Here is how it works:
When you start a new client, you will see the following options:
Option 1: You would like to do the intake.
- Select “I’ll complete the questionnaire.”
Option 2: You'd like to send the link to your client.
- Select “Send a link to my client to complete the questionnaire”.
- This option will allow your client to process their own estate plan and pay Estate Guru directly.
- Selecting “Prevent client from proceeding by themselves (optional)” will allow you to still be a part of the process.
- You can choose to hide the price from the client.
- You'll be given the option to review/edit the email message that will be sent to your client.
- You can choose to hide the price from the client.
.
-
- This email message is customizable.
- This email message is customizable.
-
- The email invitation will be active for 10 days. Your client will be directed from the email to the portal login page where they will be asked to set a username, password, and pin. They'll also be asked to agree to terms of use and the privacy policy.
- Your client will complete the questions associated with the estate plan package and will be able to see their response summary.
- They will be prompted to reach out to their advisor (you) to continue.
- This feature will only be seen by your client. As the Advisor, you will be able to proceed through the estate plan package to the payment.
- You will be notified of your client’s status with an email notification and your dashboard will say “Ready for advisor review".
- The email invitation will be active for 10 days. Your client will be directed from the email to the portal login page where they will be asked to set a username, password, and pin. They'll also be asked to agree to terms of use and the privacy policy.
You can confirm your client’s entries by entering the client’s dashboard, proceeding to printing and shipping instructions, and then finalizing payment for the plan.