gotoPremiumFinance Cross-Marketing
Cross-marketing your other products and services is the fastest and easiest way to generate additional profits for your agency. Your accountholders will receive a welcome email and welcome letter that includes your personal cross-marketing message. Additionally, each time they access our portal for account information, they will see your cross-marketing message displayed.
The most effective message is short and focused on a particular offering(s), special, or message. The content should contain a call-to-action, a contact phone number, and email address. You can also link your agency website to your cross-marketing message. Simply provide your website url below and we will connect it to your cross-marketing message.
To download a PDF version of this form click here
Please note: Messages have a limit of 200 characters.
FAQs
Find answers to your questions about form submissions and related processes below.
The required forms depend on the specific transaction. Generally, you'll need a completed application and any supporting documents. Always check our guidelines for the most accurate requirements.
Forms can be submitted electronically through our platform. Simply upload the necessary documents in the designated section. You will receive a confirmation once your submission is processed.
If you notice an error after submission, please contact our support team immediately. They will guide you through the correction process. Timely communication is key to resolving any issues.
All necessary forms can be found in the 'Forms' section of our website. You can download them directly from there. If you need a specific form not listed, reach out to us.
Processing times vary based on the type of form submitted. Generally, you can expect a response within 1-3 business days. For urgent matters, please contact our support team.
Still have questions?
We're here to help you with any inquiries.