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

Create 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.

Does your collateral meet the latest CMS regulations? 

Each violation of the new CMS regulations could result in significant fines. Total Expert’s pre-built design templates and marketing automation capabilities provide agents with the tools—and peace of mind—to quickly create engaging marketing collateral that meets all CMS regulations.

Woman standing with a tablet with a lead generation workflow.


Personalize customer engagement with automated communication tools

Deliver the next best message, policy offer, or touchpoint with customized Journeys that automate digital engagements based on real-time insights and interaction data with each customer across email, SMS, social media, and direct mail. By analyzing performance and data insights, you can optimize each customer’s Journey to trigger the next best engagement.


Quickly create and approve branded, compliant collateral

Develop deeper customer relationships—and ensure compliance with the latest regulatory requirements—by providing agent teams with access to compliant, pre-approved collateral templates and automated workflows that get messages to market quickly and create more impact with every customer interaction.

Insurance agent typing on a laptop computer.
Smiling woman holding a laptop with a fact finding workflow displayed.


Identify insurance purchasing triggers and surface more opportunities

Know the moment a customer indicates a life event or shows intent with insurance purchasing triggers that help you understand their short-term needs and long-term goals so you can deliver personalized communications with the right products and services before the opportunity slips away.

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