Engage Your Clients with Proactive, Personalized Communications

Improve your close ratio, grow share of wallet, and maximize the lifetime value of each customer by delivering a seamless journey that engages and supports customers at every stage of their life. Total Expert’s intelligent automation and customer engagement platform empowers insurance marketers and sales agents to create meaningful connections with each client and prospect.

Smiling professional woman looking at a tablet.

Automate your customer journeys while maintaining human connections


Lead engagement

Increase customer retention and referrals through automated nurture campaigns and client check-ins. 


More conversions

Boost your close ratio by creating personalized messaging and journeys for each customer. 


Greater customer retention

Help customers add or expand their coverage needs with Activity Alerts through Customer Intelligence. 


Seamless, scalable customer experiences

Give your insurance producers and marketers a digital platform that combines sales productivity, Customer Intelligence, marketing automation, and compliance management to help deliver impact with every interaction across every channel. Total Expert makes it easy to create dynamic multichannel Journeys that combine print, direct mail, email, SMS, and social media to create a smooth, consistent experience no matter how your customers choose to engage.


Optimize engagement across the entire
customer journey

Woman standing with a tablet with a lead generation workflow.

Lead engagement

Generate more opportunities by aggregating data from across your tech and using it to create dynamic client profiles that fuel truly personalized marketing campaigns and Journeys. With a better understanding of your contacts and leads, you can reduce the administrative burden on your teams and help them increase productivity by automatically routing incoming leads to the right agents and surfacing high-priority engagements first.

Fact finding

Harness real-time data insights and intelligent Journeys that adapt and react to each contact’s needs and engagement activity. Our built-in Customer Intelligence identifies the moment a contact is ready to make an insurance-related decision and alerts you so you can deliver powerful, personalized messaging when it will create the greatest impact. By capturing questionnaires and fact-finding data in a central location, your team will develop a greater understanding of the broader market landscape as well as individuals’ insurance needs.

Smiling woman holding a laptop with a fact finding workflow displayed.
Smiling man holding a tablet with contact management details displayed.


Automate customer engagement after closing to deliver a smooth, personalized experience that develops deeper relationships with policyholders and their families so you can increase referrals and secure future revenue. Then, leverage always-on nurture campaigns to provide new clients with valuable information about their insurance policy (like payment reminders) or encourage them to refer you to friends and family.

Policy binding

Give new clients a smooth onboarding experience by creating automated digital campaigns that trigger once the paperwork is complete. This will ensure that they get the information they need about their policy or policies without overwhelming them. These nurture campaigns can be used to increase product adoption and usage or provide educational resources and insurance insights by tapping into our Expert Content library.

Smiling woman typing on a laptop with a policy workflow displayed.
Smiling woman holding a tablet with a customer activity flow

Cross-sell & renewals

Engaged clients are repeat clients. Keep yours informed by leveraging our Customer Intelligence tools to monitor client data and activity across your customer base. By understanding their needs and goals in real-time, you can deliver personalized communications with information that’s relevant to their current policy or educates them on additional products. This helps build trust and loyalty while keeping your team front and center when clients are ready to take the next step.

Other Resources