Coming Soon: A New Way to Stay Connected with Clients While Using the Principal® Business Needs Assessment

We’re excited to let you know we’re creating a process that enables you to stay more closely connected to the business clients or prospects you want to share the Principal Business Needs Assessment tool with. A new landing page will be available soon that will give you access to a direct link you can create to complete the assessment with your client. Or, you can send the client an email from the landing page to have them complete the assessment on their own, and the results will automatically be emailed back to you.