Personal Lines
Purpose-Built to Deliver Personalized Customer Engagements
Help your agents create branded, compliant collateral; spot buying triggers for home or auto; and automate customer and prospect engagements to maximize conversions and build loyalty with every interaction.
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INCREASE CUSTOMER ENGAGEMENT
Personalize customer engagement with automated communication tools
Deliver the next best message, policy offer, or touchpoint with customized Journeys that automate digital engagements based on real-time insights and interaction data with each customer across email, SMS, social media, and direct mail. By analyzing performance and data insights, you can optimize each customer’s Journey to trigger the next best engagement.
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STREAMLINE INTERNAL WORKFLOWS
Quickly create and approve branded, compliant collateral
Develop deeper customer relationships—and ensure compliance with the latest regulatory requirements—by providing agent teams with access to compliant, pre-approved collateral templates and automated workflows that get messages to market quickly and create more impact with every customer interaction.
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LEVERAGE CUSTOMER INTELLIGENCE
Identify insurance purchasing triggers and surface more opportunities
Know the moment a customer indicates a life event or shows intent with insurance purchasing triggers that help you understand their short-term needs and long-term goals so you can deliver personalized communications with the right products and services before the opportunity slips away.
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features
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Prioritized Lead Lists
Identify the leads and customers that your teams should engage with first to increase conversions, improve customer relationships, and maximize productivity across your organization.
360-Degree Customer View
Pull together data from your entire tech stack to create complete customer profiles so you can initiate the next best discussion or present the more relevant product for each customer’s financial journey.
Engage SMS
Stay connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements.
Dynamic Journeys
Utilize intelligent Journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regualtory compliance.
Always-On Nurture Programs
Set up non-intrusive campaigns that help develop relationships with prospects by staying connected and in front of customers even if they don’t have an immediate need for your products.
WEBINAR
Simplifying the Insurance Sales Process in a Digital Era
Customer-centricity paired with innovative technology is the key to personalizing the insurance buying journey. Watch our webinar with Guaranteed rate to learn how you can leverage digital tools to create a seamless experience that’s tailored to each customer.
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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