FINANCIAL SERVICES

Continuous Engagement

Sales Enablement through continuous engagement software will drive more meetings for advisors.

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ALIGN BRAND

Marketing

Create and deliver aligned strategic initiatives with coordinated brand marketing.

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IMPROVE COMMUNICATION

Engagement

Communicate better with clients and prospects through continuous engagement.

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LEVERAGE SYSTEMS

Technology

Amplify the value of CRM systems without disrupting existing technology.

Marketing

Strengthening advisors’ engagement with prospects and clients is a direct reflection of the overall brand marketing and communication. Corporate is better able to fully support their advisor force, filling the lead funnel with optimized prospects. Agents Ally improves the effectiveness of advisors and provides the insights to track and analyze performance in real time.

Our sales enablement tool provides visibility to data that gives a hierarchal view of the organization. The data and visualization tools provide our customers clarity to see the organization in a more contextually aware manner, ultimately giving them competitive advantage. Performance management, marketing spend, communication saturation and strategic initiatives are aligned based on opportunity.

Engagement

We help advisors get to the next level. Whether its asset growth, scheduling more meetings or enhanced personal brand perception, our continuous engagement software elevates the level of communication between advisors and their clients and prospects. Agents Ally enables advisors to fill the pipeline, qualifying those leads and engage them using targeted marketing.

Cultivating client relationships increases our advisors’ referral network, allowing them to educate and advise more prospects and clients.

Technology

Agents Ally is a powerful sales enablement software advisors love to use. Successful client and prospect engagements drive adoption and data to empower an entire company.

Our team has effectively executed hundreds of enterprise integrations for our clients. We have designed our system to contain service level APIs that can be seamlessly integrated into your applications.

We support on-site customer implementations as well as hybrid implementations using our datacenter. We meet the highest level of security standards in the industry.

Products

Agents Ally

Empower advisors with continuous engagement

LeadFlow

Fill the funnel with more meetings with more clients

SMPL

Smart marketing with artificial intelligence

Agents Ally

Accelerate your enterprise with powerful sales enablement software that agencies and advisors love to use, Agents Ally fosters successful customer engagements that drive adoption and data to empower an entire enterprise.

Lead Marketplace

Enable your agency to develop unique competitive advantage. Create sales leads and opportunities to sell within the Lead Marketplace. From commercial and personal data sources to data mining and targeted lists, the Lead Marketplace ensures numerous great opportunities for sellers.

Fill the pipeline with qualified prospects
Leads delivered to the producer desktop
Ensures compliance and consistent branding
Automate omni-channel dynamic marketing workflows

Marketing Workflows

Workflows that can be customized and adapted based on prospect’s situation in the sales funnel enables “the right message, with the right channel, at the right time”. Whether it is carrier supplied content or agency created, advisors can pick the content that resonates with customers and their contacts.

Producer Desktop

Provide forecasting visibility for your agents or carriers. Agents Ally’s Producer Desktop is a tool that agents want to use. An intuitive user interface provides productivity insights, clear goals and opportunity tracking leading to business growth.

Highest priority tasks delivered
Goals and games for extra motivation
Performance of advisors
ROI of lead sources

Agency Insights

Exceed your goals with insight. Agency Insights provides real-time visibility to performance. Performance of advisors, lead sources and marketing content provides agents the ability to drive to success in the most cost effective way possible.

Carrier Insights

Illuminate your territories, regions and enterprise functions. Carrier Insights provides business intelligence to better support your network of agencies. Get visibility to opportunities, lead performance and marketing content, fostering an environment of success.

Flexible hierarchical data views
Visibility to performance of agencies, leads and marketing

LeadFlow

Improve conversion by driving more meetings
Customizable alerts and routing methods

Turn opportunities into customer engagement

Increase your speed to lead. LeadFlow is a lead delivery and follow-up system that turns opportunities into customer engagement. Ensure that your teams’ efforts are on high-quality leads and route them to optimal advisors, empowering them with integrated phone capabilities.

Sneak Peek

SMPL Engine

Turn data into action

Unlike generic machine learning systems, SMPL is purpose built to solve insurance and financial challenges. We partner with you, understand your data and create valuable action.

SMPL is available as a stand-alone service or as an integration into Agents Ally.

Sneak Peek
Enable optimized 1:1 customer journeys
Wide range of data enriching sources

40

Million marketing programs started in 2017

9.5

Million Leads Processed in 2017

192

Million email tasks created in 2017

Extend & Enhance

Agents Ally is a sophisticated sales enablement communications software that extends and enhance the functionality of legacy systems and existing CRM tools. Create sales opportunities for agencies and advisors with optimized automated marketing. Enable advisors to focus on sales goals, opportunities and revenue-generating activities. Optimize your overall marketing ROI while identifying growth opportunities and evaluating team’s performance.

An Ally for your Agency

Curious about continuous engagement or how our solutions can accelerate your success? Get in touch and one of our experts will reach out within 24 hours.




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