Features & Functionality

Transform large-scale agent/advisor or broker networks, with an all-in-one award-winning solution that provides corporate-grade websites marketing and social presence, personalized for every agent in your enterprise.

Personalize everything

Personalize everything

Personalized website, targeted email, SMS and social campaigns - based on enterprise templates

Smart Agent App

Smart Agent App

Real-time communication, push notifications, analytic insights to drive engagement and more

Corporate through agent

Social: Corporate through agent

Social campaigns are managed by Marketing and deployed within the agent’s social profile

Real-time communication with website visitors

Get notified in the app, pick the right channel and engage the customer

Integrate with your legacy, content and marketing systems for ease and intelligence

Centralized & scalable dynamic content creation

Centralized & scalable dynamic content creation

Personalized website, targeted email, SMS and social campaigns - based on enterprise templates

Content governance and compliance

Content governance and compliance

Control flexibility and brand alignment. Achieve Compliance with highest security standards

Seamless integration, rich data source

Seamless integration, rich data source

Flexible integration with core and legacy IT systems. A new rich data source integrated into the enterprise BI stack

COMMON USE CASES

Gefen can be deployed in distributed agent networks such as insurance, real estate and financial advisors. The platform can be configured to fit a wide array of organizational architectures - captive agent networks, independent agent networks, branch-as-agent networks, multi-level hierarchies and more.

automated prospecting and marketing

automated prospecting and marketing

Keep it personal with pre-built marketing automation to welcome, re-engage, and follow up with their customers.

Increase customer loyalty

Increase customer loyalty

Send exclusive personalized offers, educate your customers and deepen your relationships via digital channels.

Putting data to good use

Putting data to good use

Gain better understanding of your marketing results. Analyze and Optimize to perfection.

New product launches

New product launches

Create campaigns, and push to agents. Control customization, track and monitor.

How it works

Gefen is a cloud based SaaS solution with mobile components that layers on top of the existing enterprise IT stack in order to provide an integrated total solution.

how it works

Deployment and Support

Gefen offers the know how, best practices and services you need to ensure successful deployment for the enterprise and agents: training, on boarding, integrations and more.

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