If your business runs on follow-up, Jtek works for you.

Instant replies and follow-up on every inquiry.

• Instant auto-reply to every new inquiry
• Automated follow-up sequences
• All contacts organized in one place

Check-ins keep you top of mind between jobs.

• Post-job follow-up and review requests
• Repeat-client drip campaigns
• Referral outreach automation

Touchpoints from first inquiry to funding.

• Long-cycle drip sequences (30-90 days)
• Pipeline from inquiry to close
• Realtor referral relationship tracking

Outreach goes out before every renewal.

• Policy renewal reminder sequences
• Automated referral request campaigns
• Client tagging by policy type and status

Every deal on one board, moving forward.

• Visual pipeline with custom deal stages
• Multi-channel outreach (SMS and email)
• Activity reporting to track deal velocity

Every lead keeps moving, even on busy days.

• Set-it-and-forget-it follow-up sequences
• Lead intake forms and auto-tagging
• Mobile app to manage everything on the go

Re-booking texts turn clients into regulars.

• Automated re-booking reminders
• Birthday and special occasion outreach
• Client database with full conversation history

Follow-ups, onboarding and renewals on autopilot.

• Discovery call follow-up sequences
• Client onboarding and check-in automation
• Program renewal and referral campaigns