The key to successfully implementing the ERISAfire Core compliance calendar is effective, efficient communication. When clients get emails that seem to come from out of nowhere, they either dismiss it as spam or hit you with "What's this?" type questions that disrupt your workflow.
Too much information can also be bad. Spraying down your clients with the proverbial firehose of information causes them to tune you out, and not just on that one subject.
To strike a good balance between too much and not enough, we recommend sending a short-and-sweet intro email to the client contact you're going to add to ERISAfire right before you add them as users. To assist you, we've created a template email you can use to get started. Just click the button below to generate a draft email to your client.