HiddenLevers now allows you to email a risk survey to a client directly from the software and incorporate your firm’s branding, see a video demonstration here:
See a step-by-step instructional guide in our Knowledge Base.
The branded risk survey email is another way to use HiddenLevers to engage with your clients and prospects about risk proactively. With the inclusion of your branding and the ability to send directly from HiddenLevers, the HiddenLevers makes is easier than ever to tackle risk.
Try a 7-day trial free HERE.