Content Sharing with Agents & Downlines (Dynamic)

• Advertise conferences, webinars and product information to Agents and downlines

• Promote Agent websites, tools, services and programs to Agents and downlines

• Links to apps and technology tools

Direct Messaging with Agents (unlimited messages)

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

• Full conversation history and message read receipts

• Secure and auditable

Notifications

• In app & email notifications to your staff and downline including:

  • policy event notifications​

  • sales opportunity notifications

  • shared lists notifications

  • new message notifications

  • Agent & office staff invite notifications

Data Tools

• Segment, sort and filter data by combining Agent and Policy Owner profile information with in force policy data attributes

• Create and save lists for communications, document sharing and data export

• Export data into .csv with a single mouse click

Document Sharing

• Secure storage and sharing of Policy Owner documents

• Share documents with firms, offices and Agents

• One-to-one document sharing for private documents

• One-to-many document sharing for industry, product and generic documents

Broadcast Messaging & Group Chat

• One-to-many in app messages with Agents and lists of Agents

• Many-to-many in app chats to support group conversations

• Full conversation history and message read receipts

• Message search

Lists

• Agent, Policy Owner, policy, product, & Carrier lists

• Lists of sale opportunities can be shared with Agents

• Leverage lists for content sharing and communications

Creating new channels for digital engagement

Empowering partners with In Force data

Improving communications with targeted marketing

Digitizing relationships through technology hub