Accelerate insurance growth for your broker-dealer or insurance division.Contact Us to Get Started
Everything you get:
- Discover new insurance consumers from your existing broker-dealer or retail banking customers automatically.
- Discover new insurance consumers from anywhere automatically.
- Engage & self-service insurance consumers automatically with our white-label AI Virtual Assistant.
- Engage & service insurance consumers with our AI Co-piloted Agents.
- Cross-sell a suite of insurance products automatically with our AI Personalized suggestions for "You May Need" and "Others Like You Bought".
- 100% turnkey, managed BGA that's autonomous within your broker-dealer or insurance division.
- New product offering reaching mass-market Life & Supplemental insurance consumers automatically.
- Doesn't compete with your existing broker-dealer or insurance division programs; requiring no FAs or resources.
- Seamlessly integrates into your bank or credit union with no resources or technical knowledge required.
Engage your retail banking customers with insurance at branch locations.Contact Us to Get Started
Everything in Accelerate, plus:
- Retail branch personnel use our AI white-label Virtual Assistant to engage their customers for insurance needs.
- Convert in-person walk-in retail customers to insurance customers.
- We provide training and support for branch personnel.
- Print & ship marketing materials to branch locations driving awareness to walk-in customers.
- Material fees may apply for print & ship.
Unlock more insurance opportunities for your broker-dealer or insurance division.Contact Us to Get Started
Everything in Retail Banking, plus:
- Drop ticket referrals to your broker-dealer FAs for upselling scenarios.
- Integrate with your CRM for drop-tickets.
- Integration implementation fees may apply.