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Breathe Life Advisor Tools

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Overview

The third module in our platform is the Advisor Tools. Whether driven by the Consumer, the Advisor, or a Hybrid of both - the client can get an understanding of their needs and get a quote for a recommended product and coverage.

Key Features

  • Leverage customized landing pages with a mobile-first and responsive design
    • Unique shareable URL per advisor
      • Share on social media, websites
      • Use on email or business cards
      • Every lead generated through this url is automatically attributed to the advisor
      • Advisors can send personalized email to prospects or clients with invitation to do a needs analysis.
  • Create, import, filter, and engage leads
  • Track progress from prospect to customer
  • Unified profile for every prospect and client
  • Find your customers for upsell and cross sell opportunities
  • Engage with prospects or clients remotely throughout the sales process

Key Benefits

Implementation

  • Our platform is an easily implemented, turnkey solution that requires little resources from the carrier's side.
  • From demo, to planning, to launching and onboarding advisors, we’re with you every step of the way and your dedicated Client Success Manager remains at your side throughout our partnership.

Security & Privacy

  • At Breathe Life security and privacy is integral to how we operate. Having successfully completed a SOC2 Type II audit we have put in place strict information security policies and procedures designed to meet relevant trust principles to protect our clients and their customers.

Media

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