During this challenging time, Agency Transformation is concerned for the health and well-being of both our agency partners and their employees. We know that in California, and throughout the country, many businesses, including your own, have been disrupted and have had to establish protocols to ensure that employees work remotely.
In this uncertainty, we fully realize that communication with your clients is a key factor. We have been contacted by many of our agency partners asking about the ability to send bulk emails to their clients to update them on the agency status and availability.
HawkSoft issued a very helpful email on ‘Resources to help your staff work remote and access HawkSoft’. We wanted to reiterate that HawkSoft CMS has the capability to send ‘Batch’ emails to your clients very easily. See below link to HawkSoft's 'Resources for embracing Work From Home'.
If you are not familiar with the process of Batch emails, the full instructions can be found in HawkSoft CMS Help Center > Using CMS > Correspondence > Batch Emailing. With that said, we are here to help you as well. If you need help in running a report of your clients and/or Batch emailing, we urge you to give us a call…again, we are here to help.
We offer our best wishes to you and your agency as you continue to provide your clients with the service they need. We hope that you and your families are safe during these challenging times.
https://go.hawksoft.com/en/workfromhome?utm_campaign=Customer%20Campaigns%202020&utm_source=hs_email&utm_medium=email&utm_content=85002825&_hsenc=p2ANqtz--mxgOJA4Cs6KZan1z03BzKd63ZGxEk1Ea9NmmgmEuuHFJ76_SM-OBvVV-xCVvlhWg0JE9ya3vbW0a8K4tpZwkqFqDubrcIcgPX8vGbqm0sQYyaOWY&_hsmi=85002825Written on March 20, 2020 by Peggy Corbett