Grow your business! Increase efficiency and profits with Check-Out!
Check-Out helps clients provide their information while you meet new customers!
What is Check-Out?
Check-Out is an online platform that helps people build and share detailed Estate or Legacy Plans. This easy to use lifestyle website prompts clients to provide information, bucket list wishes and end-of-life planning, creating positive outcomes for families and their estate, financial or trust advisors.
How Does this Help My Business?
The typical file takes many hours to search, gather and compile the information needed to create or manage an account. What if your client simply did most of the work for you? With your time spent more effectively, you are free to provide better service and invoice at your own discretion.
Gain a deeper understanding of your client’s needs
Prompts clients to add items that might be missed otherwise
Be part of the Team and meet your client’s inner circle
Check-Out is fast, secure and easy to use
Download important documents and photos
Clients can update information anytime & you have 24/7 access
Grow Your Business with Check-Out
Grow Your Client Base
Increase exposure and referrals with Check-Out’s Team feature
Reduced time spent on-boarding means better efficiency and retained revenue
A unique strategy to set yourself apart from the rest. Provide superior service as an Estate, Financial or Trust Advisor
The Finish Line
Clients are driven to complete their forms with regular prompts from Check-Out
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A Quick Demo?
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