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As a proud recipient of the Top 50 Personal Lines Agency award for 2023, Guaranteed Rate Insurance has thrived by putting innovation and customer satisfaction at the forefront, all while delivering a seamless digital experience.

This digital event will showcase the story behind Guaranteed Rate’s Digital Insurance Marketplace, offering insights into its development and the wealth of insurance technology experience that powers it.

 

Key Insights

  • Discover how customer-centricity paired with innovative technology makes the insurance buying journey more personal.
  • Learn how to create a seamless customer buying experience.
  • Learn how to use technology to connect customer needs with tailored insurance products for every stage of life.

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.

1600 Utica Ave S. Suite 800
Minneapolis, MN 55416

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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.