Agents get a personalized website based on enterprise content
Agents connect with customers at the right time, when relevant and convenient
Agents use a personalized website to drive quality leads, as well as market and sell across all digital channels
Agents can launch automated yet personalized campaigns that free up time and help them focus on growth
Create, orchestrate and distribute automated smart campaign workflows for various stages of agents’ marketing & sales cycle
Track agent campaigns and gain real-time visibility into your full distribution funnel - top to bottom
Easily achieve FINRA/SEC/IIROC/FCA compliance by monitoring digital agent - customer communications
Integrate with your legacy, content and marketing systems for ease and intelligence
Get your digital agent network up and running within three-four months
* Awarded to a Gefen global insurance customer for their implementation of the Gefen system
* Information Security Standard
"With Gefen, we inspired our agents to connect with customers on digital, resulting in more than 80% increase in overall engagement and more sales opportunities."
"Agents have to be present where their customers are. Today, these are not physical places but rather digital social arenas or channels. If you want to connect with your clients, you have to be there, be relatable and relevant - that’s the ONLY way today to connect and do business."
"Technology always moves forward, insurance companies can’t stay behind. We needed the tools to enable our agents become valuable and relevant to their customers and Gefen did just that - it puts us at the forefront of InsurTech innovation."