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Client engagement tools
What’s the best CRM for insurance agents?
Discover the best CRM solutions for insurance agents to streamline client management, automate renewals, and enhance your business efficiency.
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How to create a comprehensive client intake form for your business
Learn all about intake forms for businesses and how you can create effective online forms that can deliver tangible results.
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16 engagement-optimizing newsletter ideas for your customers
Does your company put out an email newsletter? Maximize readership and engagement by implementing these powerful newsletter ideas.
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Editing vertical video with iMovie on all of your devices
Confused about how to edit vertical video with iMovie? Don't worry! These resources help you do it on all of your devices.
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Online client interactions made easier with automation
Now with B12, you can automatically guide clients to the next action they need to take with customizable, pre-programmed next steps.
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What are differences between Google Forms vs Surveymonkey
Trying to decide on the best survey software? Learn the pros and cons of Google Forms vs. Surveymonkey.
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8 ways to make engaging clients easier
Improving your client engagement strategy strengthens client loyalty to your firm, drives repeat business, and generates revenue.
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A comprehensive guide to client management in 2023
Learn how to implement client management best practices for your small business and improve your working relationships for business success.
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Add your team to B12: A solution for better collaboration, delegation, and productivity
The ability to add team members to B12 means greater efficiency and consistency in the client experience you deliver.
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