Connect your agents with their customers, using personalized corporate campaigns and content
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
AUTOMATE FOR AUTHENTICITY
Create, orchestrate and distribute automated smart campaign workflows for various stages of agents’ marketing & sales cycle
TRACK AND MONITOR
Track agent campaigns and gain real-time visibility into your full distribution funnel - top to bottom
CONTROL COMPLIANCE
Easily achieve FINRA/SEC/IIROC/FCA compliance by monitoring digital agent - customer communications
SMART DECISIONS
Integrate with your legacy, content and marketing systems for ease and intelligence
EASY AND FAST
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