Monthly Lists Upload

Every month, it is important that you provide us with a list of new clients, recently inactive or deceased clients/spouses, new leads, and new prospects. By doing this, we can assist in keeping your list and correspondence up to date. When sharing this list, please ensure that you include First and Last Names in separate columns, email address, contact type (client, lead, prospect), DOB, and any additional information you are able to provide. The more the better.

Please refer to this template if you are uncertain as to how it should be formatted.