The Modern Sales and Marketing Platform for Relationship-Focused Agents
Drive growth and maximize lifetime customer value with purpose-built tools that help identify purchasing triggers; enable agents to create branded, compliant collateral; and automate customer engagement.
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200+ financial institutions powered by Total Expert
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THE TOTAL EXPERT DIFFERENCE
Modern tools to help you serve modern customers
Empower your insurance teams to deliver seamless customer experiences, reduce administrative work, and facilitate more meaningful conversations as their customers’ insurance needs evolve with our intelligent automation platform and intuitive, enterprise-level design studio.
Reduce policy renewal churn
Growing price sensitivity among consumers leads to increased comparison shopping and provider-switching behavior as their policy comes up for renewal. Total Expert helps you stay engaged with customers throughout their policy to provide value that goes beyond premiums and deductibles.
Eliminate siloed data systems
Disconnected systems and databases limit your teams' abilities to deliver seamless, personalized service. Total Expert aggregates all your data on a single, continuously updated platform to provide a deeper understanding of your customers' insurance needs and help you engage them in more meaningful conversations.
Reduce policy renewal churn
Growing price sensitivity among consumers leads to increased comparison shopping and provider-switching behavior as their policy comes up for renewal. Total Expert helps you stay engaged with customers throughout their policy to provide value that goes beyond premiums and deductibles.
Eliminate siloed data systems
Disconnected systems and databases limit your teams' abilities to deliver seamless, personalized service. Total Expert aggregates all your data on a single, continuously updated platform to provide a deeper understanding of your customers' insurance needs and help you engage them in more meaningful conversations.
Boost agent engagement & productivity
Agents are increasingly feeling bogged down by the countless digital tools and technologies that have flooded the market. Total Expert helps eliminate tech bloat by integrating with the solutions they actually use—increasing agent productivity and reducing the amount of time they spend juggling apps.
Receive critical life event insights
Your customers' lives change quickly but without timely insights into those major milestones, insurers miss critical opportunities to deepen relationships and upsell. Total Expert delivers those insights in real time to help you identify opportunities to show up in the moments that matter for your customers.
Boost agent engagement & productivity
Agents are increasingly feeling bogged down by the countless digital tools and technologies that have flooded the market. Total Expert helps eliminate tech bloat by integrating with the solutions they actually use—increasing agent productivity and reducing the amount of time they spend juggling apps.
Receive critical life event insights
Your customers' lives change quickly but without timely insights into those major milestones, insurers miss critical opportunities to deepen relationships and upsell. Total Expert delivers those insights in real time to help you identify opportunities to show up in the moments that matter for your customers.
CREATE BETTER OUTCOMES
Proven results for modern insurance agencies
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INSURANCE OFFERINGS
Purpose-built for modern insurance agencies
Total Expert isn’t just a one-size-fits-all CRM. It’s an intelligent automation and engagement platform designed to help insurance and Medicare agencies deepen relationships and drive growth in any market.
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Personal Lines
Life happens. Help your customers plan for it by delivering timely, personalized communications that explain their personal insurance options, advise them on the best coverage for their needs, and nurture each relationship as their lives and insurance needs grow.
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Small Business
Building a successful company is hard work. So, if you want to earn the trust of small business owners, you need the digital tools that can help you engage them on a personal level, earn their trust with every interaction, and help them protect what they’ve worked hard to create.
Explore Small Business Insurance
Life Insurance
Nobody likes to plan for the worst-case scenario. But with tools to deliver personalized communications based on each customer’s unique needs, we’ll help you guide them through tough conversations and ensure they have the right coverage to protect their family.
Explore Life Insurance
Health Insurance + Medicare
Health and Medicare plan options can quickly overwhelm and confuse consumers. By educating them on their options and guiding them toward the right coverage for their needs, you’ll establish yourself as a trusted partner and build lifelong relationships.
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MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo