Insurance
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.
Engage and support customers as their insurance needs grow
3x
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.
20%
More conversions
Deliver personalized digital communications with automated sales and marketing tools to boost your close ratio and increase wallet share.
2x
Insurance product upsell
Identify insurance purchasing triggers and connect with customers at critical moments with our Customer Intelligence tool.
ALL-IN-ONE PLATFORM
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.
Sales productivity tools
Personalize customer engagement with automated communication tools >
Compliance solutions
Quickly create and approve branded, compliant collateral >
Purchasing triggers
Identify insurance purchasing triggers and surface more opportunities >
PERSONAL INSURANCE LINES
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.
SMALL COMMERCIAL INSURANCE
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.
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.
HEALTH INSURANCE + MEDICARE
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.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
Other Resources
Total Expert Wins Extensive Mortgage Industry RFP
After months of research, Primary Residential Mortgage Inc. selected Total Expert as its technology partner, scoring the platform atop its data-backed RFP evaluation process.
Don’t Let Mortgage Rates Dictate Your Success in 2025
Mortgage rates ended higher than expected in 2024, leaving many in the lending industry uncertain about the future. To thrive in 2025, lenders and loan officers must focus on nurturing relationships and educating customers about their options amidst the uncertainty.
The Future of Compliant Lead Generation [Evocalize podcast]
In a competitive and ever-evolving housing market, finding and engaging quality leads can feel like a time-consuming process. But the risks lenders and loan officers face by not properly vetting leads or tailoring their marketing and engagement are far greater than any rewards. Learn how to avoid these pitfalls and level up your marketing and compliance in 2025 >
