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In this webinar, the Total Expert team will demonstrate how insurance agencies can identify high-quality opportunities within their customer base by leveraging purchasing triggers, and how we enable agents with the tools to guide and support policyholders through major milestones like getting married, becoming a parent, or entering retirement and ensure that they have the right coverage.

 

Total Expert customers are driving:

  • 3X lead engagement
  • 20% more conversions
  • 2x insurance product upsell success

Speakers:

Ilya Filipov

Ilya Filipov

Total Expert General Manager of Insurance

Samantha Thielen v2

Sam Thielen

Total Expert Sales Engineering Team Lead

 Total Expert is designed to help identify purchasing triggers; enable agents to create branded, compliant collateral; and automate customer engagements so you can drive growth and maximize lifetime customer value.