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Wednesday, July 1, 2020

Stay in touch with Plan Sponsors with the Larkspur Executive Mobile App!

Image 1: Push Notifications for Larkspur Executive App in Android and iOS apps

Today’s release is about mobile apps with tons of new functionalities. Tracking your open-email rate and push notifications, this app is a valuable tool in the hands of an experienced advisor. They can prospect executives with just one tap on a smartphone and receive real-time updates on their contacts!

It’s vital to be quick and responsive when you are trying to win a plan, and every mobile app notification is an excellent opportunity for prospecting.

Feel free to download an app for Android or iOS and start prospecting NOW!

When you start a marketing campaign and somebody opens one of your emails, you’ll immediately get a push notifications on your smartphone (Image 1):

Image 1: Push Notifications for Larkspur Executive App in Android and iOS apps
Image 1: Push Notifications for Larkspur Executive App in Android and iOS apps

One tap on your screen brings you to the Notifications section in the Larkspur Executive Mobile App. From there, you can arrange a quick follow-up call with the executive, send another email or access information for the plan (Image 2):

Image 2: Notifications Screen in Android app
Image 2: Notifications Screen in Android app

Nothing works better to secure a prospect than a prompt follow-up call. A tap on the phone button opens a dial menu, so you could make a call to the executive or their office, or leave a voicemail on his/her mobile (Image 3):

Image 3: Notification Screen Dial Menu in Android app
Image 3: Notification Screen Dial Menu in Android app

You’ll see alerts on the app icon when someone opens up your emails, so you can quickly see if you’ve missed pushed notifications:

Image 4: App Icon Alert in Android
Image 4: App Icon Alert in Android

Here are the key points for success with the mobile app:

  • How you conduct your first contacts with a plan sponsor is crucial for your success.
  • Converting a prospect to a client isn’t like courting after a first date. You need mobile push notifications to quickly follow up your marketing emails and show that your service is punctual, professional, and catered to every client. Playing hard to get is the wrong move.
  • Seeing your email activity lets you fine-tune your marketing process.

Download the Larkspur Executive mobile app for Android or iOS and close some deals!

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