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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.

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Sales & Service Opportunity Sharing
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Broadcast Messaging
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Direct Messaging

  • Carrier data mining to generate sales and service opportunities​

  • Sales & Service opportunity sharing with Agents

Broadcast (one-to-many) messages with Agents

Direct (one-to-one) messages/ chat with Agents & staff

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Policy Watch

  • Policy change tracking and reminders  

  • Email & In-app Reminders

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Policy Change Notifications

  • Event or date-based policy notifications

  • Email & in-app reminders

Document Sharing
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Group Chat

Targeted document sharing 

Group (many-to-many) messages/chat with Agents

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Communication Notifications

Event-targeted notifications to notify Agents regarding new messages, sales opportunities and documents

PROGRAM PRICING
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

  • Agents have access to all Engage Program features as part of the Agent Activate Program 

  • There is no additional subscription fee for Firms included in the Distributor Hierarchy, fees only apply if the Firm has their own separate hierarchy

The ENGAGE PROGRAM is FREE for your Agents.
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