Hector Montalvo

Feb 3, 20211 min

Creating a Search for Today's Birthdays

Updated: Feb 23, 2021

Personally wishing your member a happy birthday through a phone call allows you to connect with your member cognitively, emotionally, and compassionately. This leaves a profound impression on your member. Learn to leverage your dialer to search for the day's birthdays and reach out to your members for that human connection.

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