"We've given clients and agents autonomy over how they communicate with us, and each other, and it's made all the difference to sales!"
Factsheet
4 - 8 weeks
Zero upfront costs
That agent across the table - without the table.
- Needs analysis
- Omnichannel communication
- Co-browsing
- Live video collaboration
Hybrid Distribution
In the Age of AI, Your Humanity is Your Greatest Differentiator
Connect prospective clients and agents seamlessly. Your customers need your support, and now you can give them the choice of how they receive that support. Streamline and digitize your insurance sales with a powerful digital toolkit for pre-sale and post-sale conversations.
First Impressions Matter
Your first conversation with a customer is a needs analysis, it’s about understanding how you can help. Which products will suit this customer, and how can you support their goals for budget, scope, small print, and more? Enhance that experience with our HD Sales solution, complete with co-browsing, live video collaboration and e-document signing.
Be Everywhere, All at Once
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.
No offense, but traditional insurance applications are a bit of a pain.
Our customizable platform provides everything you need in one convenient location, from underwriting and pricing to application tracking and issuance. No two ways about it, it’s just better.
Step into a Hybrid Reality
When your sales approach is digitally enhanced, your agents can see more prospects, staff can check in with customers more often and the sales cycle can expand to include post-sale opportunities.
ManageMy enables a digital enhancement to your traditional communication channels so that face-to-face sales can be supercharged through technology, giving your customers the choice of how they do business with you.
5 Steps - 8 Weeks - All Done!
Working with us is a breeze! ManageMy’s team of experts are here to guide you through every step of the process.
Your digital experience is only a few weeks away.
Collect:
Let’s document everything we need to know about your customers and products.
Design:
Here’s where we plan your customer journeys, functionality, and features.
Integrate:
What do you need, and because this should be fun, what do you want?
Configure:
Make it your own with branding and content. (Plus a whole lot of style.)
Grow:
As we go above and beyond their expectations, watch consumers become customers.
