Why limit your insurance referrals to just your current clients? Expand your portfolio with your past borrowers by using Finmo to invite them to check out Nuera Insurance for their home insurance needs.
Finmo makes this super easy. All you have to do is start a deal for that client, no need to invite them to fill out an application, just fill in the basics yourself such as their name, email address and phone number. Don't invite them to the deal, simply go into the deal you created, click into the insurance portal and send them an invitation. You can even edit the message to tailor it to your past clients.
Or contact Customer support by clicking the chat bubble or by emailing firstname.lastname@example.org