Corporate-grade digital marketing tools for insurance agents
Enable enterprise agents, brokers and advisors to digitally create meaningful and valuable interactions across all channels
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.
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.
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 visibilityRead more
Days to go live
Agents churn rate
Visibility and control
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!״
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!"
With Gefen, we inspired our agents to connect with customers, resulting in more than an 80% increase in overall engagement!”