The business thank you gift that makes the most of your clients' health and wealth
Client Thank You
Client gifts say thank you for your business and show how much you appreciate it. Record Tree® is the client gift idea that organizes personal, family and household information so nothing gets lost or forgotten. There's no telling the difference a simple Personal Health Record or Personal Financial Record can make in your clients' wellbeing. Not to mention, how much more effective it can make you as an adviser. Order now or interface with your company logo.
Buy Now
Promote your business with a tradeshow giveaway or handout that does what you advise… organize vital information and documents for better management of personal and family matters. Potential customers remember that sort of thing.
Keep track of legal documents and financial assets in Record Tree® "Locations".
Information from the Medical Category and Personal Profile section of Record Tree® combine to create a Medical Summary Alert, which includes your contact information.
Help multiple policy holders organize and keep track of their policies and relationship with your company.
Client Thank You Gift for Lawyers and Attorneys
Record Tree® instructs your clients how to record the locations of important legal documents like wills, trusts, deeds, powers of attorney,.. any document or detail of information essential to ownership or legal status. Order Record Tree® software as an appreciation gift.
Marketing for Financial Advisors and Estate Planners
There are billions of dollars in unclaimed assets in state treasuries because families and survivors don't know they exist. Help your clients avoid unnecessary losses. Give your clients a copy of Record Tree®, the practical thank you gift, that keeps track of financial assets.
Physician Marketing
It's usually the other way around. Patients thanking doctors. Support your practice with a business thank you gift that's a practical medical aid. Give key patients Record Tree® software, where they can create a Medical Alert Summary with your emergency contact information. Order now for selected patients.
Client Gift Idea for Insurance Marketing
Record Tree® includes a category for recording insurance information and keeping track of policy documents. As a thank you gift, Record Tree® helps embed you and your company firmly in your clients' lives and goes beyond with tools to help them organize the rest of their personal and family information. Order now for your high value clients.
Partners
As a promotional tool,
the Record Tree® interface
can be co-branded to feature
your company's logo. We will
work with you to develop a
marketing program that uses the
software to attract and impress
clients and prospects.
You can present Record Tree® software as a gesture of appreciation to new and/or existing clients.
By offering attendees complimentary copies of Record Tree®, you can attract prospective clients to company events.
With our professionally prepared materials, you can host seminars to educate your clients and prospects on the importance and mechanics of maintaining a personal record archive.
If you have other collaborative ideas, we are open to exploring them with you. To find out more about becoming a Record Tree® partner, please send your request via e-mail to:
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