“We’ve harnessed technology to replicate face-to-face interactions. And our customers and agents have never been happier!”


4 - 8 weeks

Zero upfront costs

That agent across the table - without the table.

  • Needs analysis
  • Omnichannel communication
  • Co-browsing
  • Live video collaboration

Face to Face Digital Insurance Sales

The Human Touch Can Set You Apart

If you still think face-to-face involves a kitchen table, you’re doing it wrong. Your customers need your support, but there’s nothing in the rule book that dictates you need to provide that in-person. Streamline and digitize your face-to-face insurance sales with a powerful digital toolkit for pre-sale and post-sale conversations.

Needs Analysis

Your first conversation with a customer is about understanding how you can help. Which products will suit their needs, and how can you support their goals for budget, scope, small print, and more? Enhance that experience with our F2F Sales solution, complete with co-browsing, live video collaboration and e-document signing.

Omnichannel Communication

Imagine yourself like a tiny insurer on the shoulder of your customer, whispering great product options like sweet nothings. Let them start on the web, then download your app and move to mobile, jumping on a call if a point needs clarifying. You’re everywhere the customer needs you to be, making you the most convenient agent of all time. Here’s your trophy. ?

Leah is our Road Runner.

Customers wait for no man (or woman). Looking to onboard new customers, increase renewals, or make customers love you more than they love chocolate?* Leah knows how to get you there in the shortest possible time. Beep Beep.

*Maybe lower your expectations, just a bit

Meet the Remote Working Future

We may not want to acknowledge it, but there aren’t a lot of perks to meeting salespeople in person. If you’re missing those awkward handshakes, by all means stop reading. Otherwise, let’s talk about enabling your digital communication platform. 

Benefits of a digital-first sales approach include the ability to see more prospects, check in with customers more often, expand the sales cycle to post-sale opportunities, and add safety to the list of perks included in your agent’s day job. 

ManageMy enables a digital enhancement to your traditional communication channels, so that face-to-face sales can be supercharged through technology.

5 Steps - 8 Weeks - All Done!

Working with us is a breeze! ManageMy’s team of experts (and their teams!) are here to guide you through every step of the process.

Your digital experience is only a few weeks away.


Let’s document everything we need to know about your customers and products.


Here’s where we plan your customer journeys, functionality, and features.


What do you need, and because this should be fun, what do you want?


Make it your own with branding and content. (Plus a whole lot of style.)


As we go above and beyond their expectations, watch consumers become customers.

Any app related questions

Take the First Step

Book a one-on-one with a face-to-face sales expert, and start planning your ideal digital insurance sales solution.

Go Further Than Onboarding with Our Additional Solutions