In our Product Showcase Series, we’re diving into the specific features and functionality of Total Expert’s financial services technology platform to show you how our customer engagement platform helps drive growth, increase loyalty, and deliver the perfect customer journey across every financial milestone.

Insurance Purchasing Triggers

This video focuses on our Customer Intelligence solution’s purchasing triggers for relationship-focused insurance agents. By constantly monitoring your database for key behaviors and life events, we’re able to help you identify and engage high-quality opportunities with personalized communications the moment a customer signals an insurance need.

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