my insurer add-ons
Know Your Customer (KYC)
An interactive lead generation tool that uniquely identifies the agent.
Take your customer through a robust needs analysis, followed by a detailed diagnostic report accessible to both!
The new prospect is automatically created in your system for further nurturing, tracking and conversion. Ideal for roadshows, annual reviews etc.
An interactive lead generation tool that uniquely identifies the agent.
Take your customer through a robust needs analysis, followed by a detailed diagnostic report accessible to both!
The new prospect is automatically created in your system for further nurturing, tracking and conversion. Ideal for roadshows, annual reviews etc.
Mobile Quiz
A simple 3 step lead generation tool that captures prospect’s information in an instant! Perfect for street canvassing!
