Small Commercial Insurance

Helping Small Commercial Insurance Agencies Make Huge Customer Impacts

There are no shortcuts to earning trust with small business owners. You have to show them that you’re there to support their goals and their business needs. By leveraging our purpose-built sales and marketing tools, you’ll be able to identify purchasing triggers; create branded, compliant collateral; and engage business owners with personalized communications when they need your support.

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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.

Insurance Marketer’s Guide to Compliant Content

Understanding your customers’ insurance needs and long-term financial goals is only half the battle. You also need to provide them with personalized content and communications when they’re most relevant to what’s happening in their lives. Learn how to leverage digital tools and technology to quickly create and deliver product information and helpful resources that maintain your brand identity while complying with the latest regulations.

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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.

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

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.

Total Expert in action

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