Bulk Generation of Microsites for the Insurance Salesforce

What is the Insurance Agent Microsite?
The Insurance Agent Microsite is a solution that allows insurance companies to create dynamic and responsive personal sites in bulk for their salesforce, agents and/or brokers, including branding elements and customized domains.
Want to see a demo of this solution?
Objectives:
- Create dynamic microsites in bulk through a contacts list.
- Allow the agent to self-manage the update of their personal information in order to generate the microsites with only the name and email of the agent.
- Build loyalty by giving them a sense of belonging to the brand.
- Offer a personalized domain that includes the name of the company and the name of the advisor.
- Promote online quoting using referral links that contain the agent’s code.
- Distribute product sales material.
- Have statistics showing which advisors have referred the online quotes.
- Create a downloadable vCard with structured data containing contact information, links, and access to sales promotion resources.
Customization options:
- Corporate branding elements
- Insurance agent photo
- Contact information such as phone, email or WhatsApp.
- Link to profiles on social networks
- Generation and download of vCard file so that the end customer can save the agent’s contact information on their mobile
- Links to quotes and downloadable marketing material of the different products the company wants to promote.
- Other additional fields defined by the insurance company
Deployment times:
2 to 4 weeks
Pre requirements:
DANA Connect Advanced
Channels:
- Web
- Webforms
- SMS as alternative channel