Client education
Pawlicy Advisor is a free pet insurance marketplace that provides trusted insurance resources without the liability. It automates insurance education and simplifies communication by handling insurance guidance on behalf of veterinary teams.
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/