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
• Email
• SMS as alternative channel