Direct experience.
Omnichannel Self-Serve Sales
Turn Leads into Prospects
Branded Lead Capture Tool
Branded Lead Capture Tool
- Carrier branded landing pages with a mobile first and responsive design
- Dynamic Calculators and needs analysis tools
- Sophisticated behavioural analytics and data tracking
Marketing Analytics & Insights
Marketing Analytics & Insights
- Single view of a customer, regardless of lead source or status
- Marketing dashboards that include customer segmentation, Customer Acquistion Cost, Lifetime Value, conversion rates, funnel optimization, and more
- Unified customer profile where all their information is found in one dashboard
Turn Prospects into Policies
Product Recommendation
- Product recommendations based on the consumers needs
- Recommendations based on algorithmic results, business rules, objectives, or targets
- Improve conversion rates and placement ratio through the powerful AI built into the platform
Multi Product Quoter
- A dynamic and engaging experience showcasing the premiums of multiple products
- Customers can easily select the quote that suits their needs
- Quote can be converted into an eApp without re-entering any information
Assisted Buying Process
- Customers can get help at every step of the buying process.
- A producer or call center agent can assist without having to re-key any information
- The producer can include others in the buying process to confidentially complete parts of the application while protecting PII
Self-Serve eApp
- Customers can apply for simple products using an optimized and mobile-first application process
- Pre-authorized debit, credit card, or pay-by-check payments options
- Crypto or Wet Signature
70%Sales on mobile
33%Decrease in cost of acquisition
44%Instantly approved