E-Relationship

E-Relationship The #1 Client and Prospect marketing tool proven to generate leads, appointments, & upsell clients! Our members make 43% more commissions than non-members.

e-Relationship is the leading automated content marketing system for financial advisors and recruiters. We provide automated and manual email marketing campaigns, social media integration and response generation content. Created FOR agents BY agents, the patented e-Relationship system offers an impressive array of compliance approved content for dozens of companies. We're proud to offer award winning customer support and comprehensive training. Find out more about how e-Relationship can change YOUR business by visiting us at www.e-Relationship.com and click on the demo.

Are You Missing Simple Opportunities to Connect with Clients? Most advisors think they need big campaigns or complex mar...
10/14/2026

Are You Missing Simple Opportunities to Connect with Clients?

Most advisors think they need big campaigns or complex marketing to stay top-of-mind.

The reality? Small, consistent touches drive the biggest results.

Take e-Checklists from e-Relationship:

✅ 3 tailored checklists per year, plus one for client annual review dates

✅Each paired with a message written to be friendly, engaging, and non-salesy

✅Designed to get prospects and clients coming to you for more information

Advisors using this approach see higher engagement, more appointments, and stronger trust — without spending hours creating content themselves.

When was the last time your clients heard from you outside of a review or market update?

Comment “CHECKLIST” if you want to see how advisors are using these seasonal touches to fill their calendar automatically.







🌟 5 FAQs About e-Relationship's 24/7 Digital Marketing Platform 🌟FAQ 1: ALL-INCLUSIVE!No extra fees or hidden charges! E...
10/07/2026

🌟 5 FAQs About e-Relationship's 24/7 Digital Marketing Platform 🌟

FAQ 1: ALL-INCLUSIVE!
No extra fees or hidden charges! Every account includes:
✅ Automation
✅ Unlimited mailings (up to 3500 emails)
✅ Free, live customer support
💲 One low rate. NO CONTRACT!

FAQ 2: EASIEST TO USE!
No complicated features to learn – it's that simple!

FAQ 3: MOST AFFORDABLE ... and NO long-term contract!
For just about $100/month, you’ll get unbeatable value. Free trials can seem tempting, but why get stuck in a costly contract when the trial ends?

FAQ 4: WIDEST RANGE OF CONTENT!
From e-Newsletters to Birthday & Holiday e-Cards, PLUS patented lead-generating content!

FAQ 5: Proven to Generate Leads!
Content that works! e-Relationship delivers real leads and real results.

We proudly serve top financial & insurance firms—and we’ve got a platform designed just for Independent Agents, including P&C and Medicare agents.

👉 Ready to boost your commissions in 2026? Let’s talk!
📞 Call us at 1-800-851-8169 or visit e-relationship.com to learn more.

We’re excited to help your business thrive!







09/30/2026

As a content manager, I completely understand the desire to stay top-of-mind with a newsletter.

But as I tell many of our clients, my kids' college newsletter has been sitting in my inbox since the beginning of the month — and I keep hoping I'll have time to open it.

I haven't.

I've been too busy.

Your clients are busy, too.

So what IS helpful to receive?

🔶 A quick reminder that I need to get information on retirement, insurance or Medicare.

🔶 A friendly piece that reminds me of you AND puts a smile on my face.

🔶 An EASY way to reach out to you.

That's what e-Relationship does — and I think it's one of the things that makes us different from our competition.

👉 It's not about sending MORE email. It's about giving you more reasons to stay connected.

From Appointment Generators and Validation Campaigns to Likability Content — we give you more natural reasons to reach out throughout the year.

🤔 So - do your clients really need another newsletter?

Maybe. We offer them too - but clients & prospects need reasons to hear from you that aren't just another newsletter.

Staying top-of-mind isn't about filling someone's inbox ...

👉 It's about giving them a reason to remember you.

🍂 Fall is here — and at e-Relationship/Identity Branding, we’re already thinking about the upcoming holidays!If you’re s...
09/22/2026

🍂 Fall is here — and at e-Relationship/Identity Branding, we’re already thinking about the upcoming holidays!

If you’re still using snail mail for fall and winter holiday wishes, there’s an easier way to stay in touch — e-Relationship!

Our email marketing platform gives you:
📧 Friendly touchpoints that invite client responses
📰 e-Newsletters that reinforce your expertise
📅 PATENTED appointment generators designed to help create opportunities for referrals, sales and cross-selling

And it’s all for about $100/month:

✓ Automated emails
✓ Up to 3,500 contacts (contact us if you have more!)
✓ Engaging content with a call to action
✓ An intuitive, easy-to-use system
✓ A LIVE, knowledgeable support team
✓ NO long-term contracts — you’ll keep us because it works!

We work with some of the most prominent financial and insurance companies in the U.S & Canada., AND we offer a platform for Independent Agents version, as well as for P&C Agents, Medicare Agents and more!

📞 Give us a call and let’s talk about YOUR situation!




Your marketing shouldn't feel like ANOTHER job to do. You already have clients to serve.Appointments to schedule.Policie...
09/16/2026

Your marketing shouldn't feel like ANOTHER job to do.

You already have clients to serve.

Appointments to schedule.

Policies to write.

Prospects to follow up with.

Paperwork.

Compliance.

And about a thousand other things. 😉

So when we created e-Relationship, we weren't thinking:

“How can we give agents another marketing platform to learn?”

We were thinking:

“How can we make staying in touch easier?”

Built for Financial Advisors. BY Financial Advisors.

That's why e-Relationship is simple to use and comes with TONS of ready-to-
use content, automated campaigns and simple ways to reach the clients already in your database.

Appointment Generators. Validation Campaigns. Likability Content.

Built for:
Financial Services • Independent Agents • Medicare Agents • P&C Agents • Recruiters

Because good marketing is great.

Marketing you'll actually USE is better.

The heaviness of this day is still felt.  We remember the lives lost, the heroes who responded, and the many who continu...
09/11/2026

The heaviness of this day is still felt. We remember the lives lost, the heroes who responded, and the many who continue to carry the memories of that day.

Never forgotten. ❤️ 🤍 💙

📅 September is Life Insurance Awareness Month!That makes it the perfect time to stay visible with clients and prospects....
09/09/2026

📅 September is Life Insurance Awareness Month!

That makes it the perfect time to stay visible with clients and prospects.

From appointment generators, articles & friendly reminders - we've got you covered!

✔ Gently remind people of life insurance’s importance
✔ Keep you top-of-mind as the trusted advisor
✔ Share professional, ready-to-go content with ease

Want to see how it works? Call us at 1-800-851-8169 or learn more/signup at our website: e-relationship.com









09/07/2026

You deserve the day off.

Your marketing? Not necessarily. 😉

Enjoy your Labor Day — and let e-Relationship do a little of the work for you!

🎉 This Labor Day, let e-Relationship work while YOU rest!✅ Subscribers: Don’t forget to load your address book to take a...
09/01/2026

🎉 This Labor Day, let e-Relationship work while YOU rest!

✅ Subscribers: Don’t forget to load your address book to take advantage of our automated Labor Day e-Checklist — a light, engaging message paired with a fun “Get the grill ready!” theme. It's all set to send for you!

📬 Not a subscriber yet?
e-Relationship sends 3 "prospecting" e-Checklists per year — friendly, helpful emails that spark interest to get clients and prospects reaching out to YOU. No hard sell needed.

Why e-Relationship?
✔️ Automated, appointment-generating content
✔️ Exclusive e-Checklists (unique to us!)
✔️ Prewritten and personalized messages
✔️ About $100/month — and NO long-term contract

Kick back this Labor Day — and let your marketing keep working.

📞 1-800-851-8169
🌐 e-relationship.com

Transactions grow revenue.Relationships grow businesses.Never underestimate the power of staying connected,even when you...
07/30/2026

Transactions grow revenue.
Relationships grow businesses.

Never underestimate the power of staying connected,
even when you’re not selling anything.

Address

7900 McCloud Road, Suite 100
Greensboro, NC
27409

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

(800) 851-8169

Alerts

Be the first to know and let us send you an email when E-Relationship posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

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