Engage Program
The ENGAGE Program provides you with multiple solutions to communicate & share content with your Agent partners
Content Sharing with Agents & Downlines (Dynamic)
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Advertise conferences, webinars and product information to Agents and downlines
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Promote Agent websites, tools, services and programs to Agents and downlines
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Links to apps and technology tools
Document Sharing
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Secure storage and sharing of Policy Owner documents
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Share documents with firms, offices and Agents
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One-to-one document sharing for private documents
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One-to-many document sharing for industry, product and generic documents
Direct Messaging with Agents (unlimited messages)
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Direct (one-to-one) messages and chat with Agents & staff
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Full conversation history and message read receipts
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Secure and auditable
Broadcast Messaging & Group Chat
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One-to-many in app messages with Agents and lists of Agents
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Many-to-many in app chats to support group conversations
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Full conversation history and message read receipts
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Message search
Notifications
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In app & email notifications to your staff and downline including:
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policy event notifications
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sales opportunity notifications
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shared lists notifications
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new message notifications
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Agent & office staff invite notifications
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Data Tools
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Segment, sort and filter data by combining Agent and Policy Owner profile information with in force policy data attributes
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Create and save lists for communications and document sharing
Segmentation
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Policy Owner and policy segmentation based on individual data attributes
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Agent and network segmentation based on profiles and book of business
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Creating new channels for digital engagement
Empowering partners with In Force data
Improving communications with targeted marketing
Digitizing relationships through technology hub
