Life Insurance

Guide Your Customers Toward the Best Coverage for the Worst-Case Scenario

Helping your customers protect what’s most important in their lives means educating them about their life insurance options and advising them based on their personal situation. Total Expert is purpose-built to help relationship-focused life insurance agents identify purchasing triggers; create branded, compliant collateral; and engage customers with personalized communications at the moments that matter.

Couple talking with an agent about life insurance.

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.

The Insurance Guide to Life Event Engagement

No two policyholders are the same. But for decades, insurance marketers have communicated with them like they are. That approach won’t work with the modern consumer. They expect personalization with every interaction. Learn how to harness data insights and identify behaviors that indicate when a customer is preparing for—or recently experienced—a life event that impacts their insurance coverage needs.

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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.

Total Expert in action

Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.