To enable the following experiences it's key that you have access to your client service agreement data:
- At a minimum, you will need the relevant dates for each service agreement
- the related contact information (mobile phone number and email address) of the person who is to be delivered the service agreement and associated communication.
- To provide a better experience, having the clients name, value, and balance data to include within each communication body.
- Furthermore, if you have access to an electronic copy of the client's service agreement, these can be included as an attachment
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