Producer Experience.
Face-to-Face or Remote Producer-Driven Digital Sales
Turn Visitors into Leads
Branded Lead Capture Tool
Branded Lead Capture Tool
- Producer Branded, or Carrier co-branded, Landing Pages with a mobile first and responsive design
- Unique and shareable URLs to engage with prospects or clients remotely throughout the sales process
- Sophisticated behavioural analytics, data tracking and reporting
Marketing Analytics & Insights
Marketing Analytics & Insights
- Sophisticated behavioural analytics, data tracking and reporting
- Marketing Dashboards that includes 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 Visitors into Policies
Leads Management
- Create, import, filter, and engage leads
- Easily track progress from prospect to customer
- Quickly find your customers for upsell and cross sell opportunities
Quoter
- Dynamic questionnaires that can be sent to prospective clients via text or email with resuts getting added into their unified customer profile
- Ability to build, adjust, and send a single, multi-product and multi-insured quote
- Quote can be converted into an eApp without re-entering any information
eApp 3.0
- The most advanced eApp that allows producers to start, edit, and complete insurance applications with consumers
- A reflexive questionnaire that supports multi-product, multi-insured, simple and complex underwriting capabilities, and MIB
Policy Delivery
- Pre-authorized debit, credit card, and pay-by-check payments options
- Crypto Signature and Wet Signature options
- Application summary in PDF
75%Reduced time to new market
65%Increase in velocity
45%Increase in advisor adoption