The Modern Sales and Marketing Platform for Relationship-Focused Agents

Empower your agents with purpose-built sales and marketing tools that drive modern insurance customer engagement. Total Expert is the only platform designed to help identify purchasing triggers; enable agents to create branded, compliant collateral; and automate customer engagements so you can drive growth and maximize lifetime customer value.

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Engage and support customers as their insurance needs grow


Lead engagement

Effortlessly engage your prospects in the moments that matter through branded, compliant collateral that showcases your products and services while meeting the latest regulatory requirements.


More conversions

Deliver personalized digital communications with automated sales and marketing tools to boost your close ratio and increase wallet share.


Insurance product upsell

Identify insurance purchasing triggers and connect with customers at critical moments with our Customer Intelligence tool.


Modern tools to help you serve modern customers

Total Expert is a purpose-built customer engagement platform that empowers insurance agents and support teams to deliver seamless customer experiences, reduce administrative work, and facilitate more meaningful conversations as their customers’ insurance needs evolve.


Our automated communication tools and pre-built, compliant collateral templates make it easy for agents to quickly create and distribute branded materials while our Customer Intelligence solution identifies purchasing triggers so agents can engage customers before the opportunity slips away.

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Sales productivity tools

Personalize customer engagement with automated communication tools >

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Compliance solutions

Quickly create and approve branded, compliant collateral​ >

Purchasing triggers

Identify insurance purchasing triggers and surface more opportunities >

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Bring true personalization to your personal insurance customers

Life happens. Help your customers plan for it by delivering timely, personalized communications that explain their personal insurance options, advise them on the best coverage for their needs, and nurture each relationship as their lives and insurance needs grow.


Tap into sales and marketing tools that mean business

Building a successful company is hard work. So, if you want to earn the trust of small business owners, you need the digital tools that can help you engage them on a personal level, earn their trust with every interaction, and help them protect what they’ve worked hard to create.

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Couple talking with an agent about life insurance.


Help your customers protect what matters most

Nobody likes to plan for the worst-case scenario. But with tools to deliver personalized communications based on each customer’s unique needs, we’ll help you guide them through tough conversations and ensure they have the right coverage to protect their family.


Guide your customers toward the best coverage for their needs

Health and Medicare plan options can quickly overwhelm and confuse consumers. By educating them on their options and guiding them toward the right coverage for their needs, you’ll establish yourself as a trusted partner and build lifelong relationships.

A smiling older woman discussing healthcare insurance options with her agent.

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