Producer Experience.

Face-to-Face or Remote Producer-Driven Digital Sales

Turn Leads into Prospects

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 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

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