Corporate-grade digital marketing tools for insurance agents

Enable enterprise agents, brokers and advisors to digitally create meaningful and valuable interactions across all channels

Empower your agents to deepen their relationships with customers with a groundbreaking all-in-one SaaS platform that allows Insurance providers to distribute and control agents’ personalized digital assets

Enterprises

can create, orchestrate and distribute automated marketing workflows for various stages of sale, maximizing engagement, ensuring compliance and get improved BI and data-driven decisions.

Agents

can connect with customers at the right time, with relevant offers. They can launch automated yet personalized campaigns to drive quality leads, market and sell across all digital channels.

Case study

Gefen works with global insurance leaders that connect with millions of customers across three continents.

Learn how one such customer managed to expand agents’ business funnel, reduce churn while maximizing agent and branch visibility

Read more

90

Days to go live

X2.5

Web traffic

7%

Agents churn rate

Up
to
94%

Active engagement

100%

Visibility and control

WHAT CUSTOMERS ARE SAYING

quote

Gefen's mobile-first approach enabled us to put the branch in the palm of our customers’ hands. We created instant connection and engaged them on a whole new level!״

Sales and Distribution Manager

quote

Our corporate's choice of this platform was spot on. Finally I can easily connect with customers at the perfect moment, on the perfect channels, having the best offer at hand and providing true value to my customers - it’s brilliant!"

Agent

quote

With Gefen, we inspired our agents to connect with customers, resulting in more than an 80% increase in overall engagement!”

VP Sales