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
Create 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.
Does your collateral meet the latest CMS regulations?
Each violation of the new CMS regulations carries a fine of $5,000. 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.
INCREASE CUSTOMER ENGAGEMENT
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.
STREAMLINE INTERNAL WORKFLOWS
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.
LEVERAGE CUSTOMER INTELLIGENCE
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.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
Other Resources
How Lenders Use Customer Intelligence to Drive Up Funded Loans in a Down Market
In just one year, Total Expert Customer Intelligence has helped modern banks, credit unions, and lenders drive growth and uncover opportunities they didn’t even know existed.
Evolve Bank and Trust Maximizes Time and Streamlines Workflows Using Total Expert
Total Expert helps free up time for Evolve Bank and Trust loan officers allowing a greater focus on lead gen, prospecting, and connecting with realtors.
The Power of Simplicity: How Total Expert Helps PRMG Originators Succeed
With Total Expert’s simple to use purpose-built platform, Paramount Residential Mortgage Group gets more than just a technology solution.
