Request a demo
Canada
U.S. U.S. U.K. U.K.
Request a demo
Canada
U.S. U.S. U.K. U.K.

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Win
New Accounts

Optimize prospecting efforts with resources that support your agency through each stage of the sales cycle.

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Get New Opportunities

Promote your agency with ready-made marketing materials.

  • On-demand marketing hub packed with videos, PPTs, mocks and more to help you communicate your value proposition.

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Land The First Meeting

Uncover prospect pains and show solutions with a breadth of resources to challenge the incumbent.

  • 1,300 resources to provide compliance guidance
  • 900 materials to help with human resources
  • 750 resources to improve health and wellness
  • 350 resources to promote consumerism

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Follow Up

Keep prospects warm with communication platforms to nurture opportunities.

  • Prospecting campaigns outline the benefits of the different services your agency is able to provide compared to other brokers
  • Automatic monthly email newsletter campaigns deliver relevant content proving your value to clients
  • Insights and analytics that track the success of your distributions

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Winning The BOR

Secure new business with professional materials that tell your story in an impactful way.

  • Services portfolios with examples of what you will offer to enhance the prospect’s business
  • Ready-made proposals that lay out specifically what you will deliver once the prospect signs

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