STRENGTHEN YOUR FIRM’S MARKETING & REINFORCE CLIENT RELATIONSHIPS
DocuBank is the oldest and largest national registry with over 175,000 members enrolled. The DocuBank Emergency Access Card immediately delivers your clients' healthcare directives wherever they are needed.
Around the clock, around the world. Via fax and internet.
Use DocuBank to reinforce client relationships
• Create top-of-mind awareness with your name, and/or logo displayed on your clients' DocuBank wallet card and in client materials.
• Introduce yourself to clients' family members through our family notification email service.
• Generate referrals from our website and through our fax to physician service.
• Use DocuBank renewals as a tangible benefit of your firm's maintenance program.
Niche Services for every client
• Minors Matter a caregiver card for families with young children
• DocuBank I.C.E., A HIPAA registry for college students
• S.N.A.P. for adults with special needs
WealthCounsel Members receive Great DocuBank Benefits!
• 60+% Discount on client enrollments: $18 per person for one year and $54 for five years.
• Client Enrollment Form is integrated into WealthDocx, making registration effortless.
• Complimentary Memberships for you, your staff and your first two clients!
Find out how this marketing-focused, value-added service will benefit your firm.
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