Engage Program Features & Pricing
The ENGAGE program enables Distributors with a new digital engagement channel to target market sales opportunities, communications, and services to their downline GAs, Firms, and Agents.
KEY BUSINESS DRIVERS
Agent Engagement
New Premium
Targeted Marketing & Communications
Notifications
New digital channel to engage Agents, new opportunity to get in front of Agents
Share new sales opportunities with Agents
Direct messaging and document sharing with Agents based on their book of business composition
Policy change alerts to notify users regarding policy changes and events
Engage Program Features for Distributors & Partner Firms
The ENGAGE program enables Distributors and Firms to share sales opportunities with their Agents, to engage their Agents online and to more easily manage their in force book.
Sales & Service Opportunity Sharing
Broadcast Messaging
Direct Messaging
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Carrier data mining to generate sales and service opportunities
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Sales & Service opportunity sharing with Agents
Broadcast (one-to-many) messages with Agents
Direct (one-to-one) messages/ chat with Agents & staff
Policy Watch
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Policy change tracking and reminders
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Email & In-app Reminders
Policy Change Notifications
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Event or date-based policy notifications
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Email & in-app reminders
Document Sharing
Group Chat
Targeted document sharing
Group (many-to-many) messages/chat with Agents
Communication Notifications
Event-targeted notifications to notify Agents regarding new messages, sales opportunities and documents
PROGRAM PRICING
ENGAGE PROGRAM
SETUP FEES: No Setup Fees
MONTHLY SUBSCRIPTION FEES
DISTRIBUTORS & FIRMS
NO. OF AGENTS
(in the Distributor Hierarchy)
ENGAGE PROGRAM
MONTHLY SUBSCRIPTION FEE
Large
5,000 +
$300
Small
25 to 1000
$100
Boutique
1 to 24
$50
Medium
1,001 to 4,999
$200
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Agents have access to all Engage Program features as part of the Agent Activate Program
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There is no additional subscription fee for Firms included in the Distributor Hierarchy, fees only apply if the Firm has their own separate hierarchy