New from Propense

Meet Hatfield, your always-on client engagement partner

Hatfield is Propense's agentic delivery layer — a personal engagement agent built around your book of business. It watches your clients' world around the clock and turns what it finds into timely, ready-to-send outreach, so you can serve clients better and grow revenue without adding to your workload. It's live for LBMC starting today.

Set up your Hatfield preferences → See how it works

Inbox preview of a real Hatfield email: subject 'Your Day in Propense — 5 client updates ready', from hatfield@propense.ai, showing three scored client opportunities

What Hatfield actually does

Built around each partner's book of business

Hatfield reads the news, watches your industries, and tracks the moments worth acting on. When a client makes the news, when a regulation shifts, when an anniversary comes up, Hatfield notices and frames it as an outreach opportunity with the right service recommendation attached.

It also pulls from your marketing team's content library, so when a partner has a reason to reach out, there's a relevant thought leadership piece ready to go with it. Partners with growing books don't have to scramble to stay on top of every client relationship — Hatfield does that for them.

📰Client & industry news, surfaced as outreach moments
🔗Thought-leadership pairing from your marketing library
🎉Client anniversaries & referral opportunities
🎯Tailored per partner — no firehose, just their book

Getting started takes about 3 minutes

Your 5-step Hatfield setup

These are the actual screens you'll see when you follow the link above — in the order you'll see them.

Step 1: What's your name — full name field and read-only email address

Set up your profile

Confirm your name — your email is already linked to your account, so there's nothing to type there.

Step 2: My Client Feed — toggles for Cross Sell Recommendations, Client Anniversary, Thought Leadership Share, News Event, Research Report, and Client Birthday

Choose your event types

Toggle on the signals worth your attention: cross-sell recommendations, client anniversaries, thought leadership, news events, research reports, and birthdays.

Step 3: Notification Schedule — cadence set to Daily, Daily Insight Timing at 8:00 AM, and a Busy Season Hold toggle

Set your notification schedule

Pick daily, weekly, monthly, or quarterly, set a preferred delivery time, and optionally pause during busy season.

Step 4: Communication Defaults — optional field to paste sample emails so the AI learns your tone and style

Set your communication style

Optionally paste a couple of your own emails so drafted outreach sounds like you, not a generic template.

Example Hatfield dashboard, populated: My Dashboard feed showing four sample items across Create, Educate, and Cultivate

You're in

Your dashboard starts filling in — each item is scored and sorted into Create, Educate, or Cultivate, with a ready-to-send email one click away. (Shown with example data.)

Right after setup

Keep an eye on your inbox

Once you're set up, this is what shows up — a real example of a Hatfield brief, mocked up with sample clients so you know exactly what to expect.

Inbox · Hatfield brief (example)

Example Hatfield daily brief email: today's summary plus four scored client opportunities, each with a Generate Email action

Hatfield removes this burden by automating client service touchpoints, making it easy for clients to feel seen and supported. It gives professionals the ability to connect with more clients on a human level, in far less time.

Timothy Keith, CEO, Propense