Client education
Pawlicy Advisor integrates with Shepherd through Vetsource’s SyncVet service to help clinics automate insurance education, provide personalized client advice, and simplify communication. With Pawlicy Advisor, veterinary teams can offer trusted insurance resources without liability, while clients receive personalized recommendations backed by licensed experts.
Shepherd's integration lets you engage clients with automatic pet insurance education before and during appointments, offer insurance advice tailored to their pet’s breed, age, and health, track adoption trends, view enrollments and communications, and more.
https://www.shepherd.vet/integrations/pawlicy-advisor/