Automated digital marketing solutions

Advisors need a digital methodology to allow them to engage remotely with clients and prospects via email. Our applications provide the ability for advisors to connect on a consistent basis and help clients recognize and mitigate risk. It is all video based content branded to the individual sender with automated capabilities and a robust audit trail so senders can track all interactions with the content they send.

The programs have repeatedly proven to help advisors differentiate. Create stickiness. Improve rentention rates. Drive engagement. Motivate behavior and drive top-line revenue.

Enables Property Casualty Firms with Commercial Lines customers to successfully engage with their business owner clients remotely and cross-sell Life/Health products to help business owners identify and mitigate risk.

Personlaized, automated video communications via our proprietary applications.

Automated system that allows a professional to remotely engage with clients/prospects and help them identify and mitigate risk. No learning curve. No drag on internal resources.

Application to Life/Health companies and P&C Firms with Commercial Lines and Personal Lines customers.