Total Expert is the purpose-built CRM and customer engagement platform trusted by more than 175 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for insurance brokers, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange.
Product Description
Proactively engaging clients and leads at the right time with the right message is paramount for insurance agencies to grow organically. The Total Expert platform empowers insurance agencies with: 1. Automated Customer and Lead Engagement Tools, including e-mail, SMS, video, direct mail, and social media 2. Branded, compliant marketing collateral, distributed with ease 3. Insurance Purchasing Triggers (CI) 4. Ability to engage clients and prospects in an automated and personalized way, in the name of the producer, CSR, or agency For over 11 years Total Expert has empowered financial institutions to communicate with clients and agents in the most effective way. The company started in residential mortgage. Currently around 40% of all residential mortgages that were funded in the US go through the platform. Furthermore 1,000s of independent insurance producers use Total Expert for their lead and customer engagement.



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