Improving communication between agents and insured
Planning Partner provides a technology platform to improve, enhance and modernize the processes and communications between insurance agents and insureds (prospects and clients)
Our Focus
Help clients visualize and understand ongoing protection analysis
Help clients understand and prioritize the coverage they need, with reminders and tools to support your advice.
Increase prospect and client engagement through consistent interaction to yield more
Our platform puts the agent at the center of the insurance planning discussion and supports long term client relationships
Common Challenges for Agents
The insurance sales process requires alot of follow up
Clients often lack basic insurance knowledge
Insurance acquisition is often delayed or not implemented
Many clients have needs, but too few transactions are completed
Why Planning Partner?
Provide your prospects and clients a visual analyses to insurance needs and concepts
Our platform puts the agent at the center of the insurance planning discussion and supports long term client relationships
Empower your clients with clear insights to secure the right coverage
Assist more clients and prospects with the protection they need
The Planning Partner Way
Automated, personalized follow-up communications to keep clients informed and engaged
A system to capture client interests and questions
Engage clients and prospects through email, website, and text
A visual and educational approach to insurance
Enhance your personal brand while simplifying the sales process
Value proposition and Pricing
Prospect engagement tools
Client data and policy tracking system
Customized needs analysis for life, long term disability and long term care insurance
Communication system for prospects and clients
Insurance summary and coverage gaps
Quote storage and reminder emails
Educational emails
Agent controls on all communication features
Agent / planner – communication/response dashboard
Curious how it all comes together? Contact us to get a first-hand look.
