Your strategic partner for insurance sales and business planning
Our mission: Planning Partner is a powerful software platform that helps licensed agents and agencies convert more proposals to sales and supports your position as the long term go-to person for individual and family protection needs.
Our Focus
Boost prospect and client engagement through consistent interaction to yield more policies sold.
Help clients understand and prioritize the coverage they need, with reminders and tools to reinforce your advice.
Allow agents to organize, track and analyze client insurance policies across carriers and coverage types.
Simplify insurance management with a platform that supports agents and builds long-term client relationships.
Common Insurance Sales Challenges
The insurance sales process requires allot of follow up
Clients often lack basic insurance knowledge
Insurance acquisition is often delayed or not implemented
Many clients have needs, but too few transactions are completed
Why Planning Partner?
Sell more insurance by visualizing and analyzing client protection needs
Empower your clients with clear insights to secure the right coverage
Assist more clients and prospects with the protection they need
The Planning Partner Way
Automated, personalized follow-up communications to keep clients informed and engaged
A system to capture client interests and questions
Engage clients and prospects through email, website, and text
A visual and educational approach to insurance
Enhance your personal brand while simplifying the sales process
Value proposition and Pricing
Prospect engagement tools
Client data and policy tracking system
Customized needs analysis for life, long term disability and long term care insurance
Communication system for prospects and clients
Insurance summary and coverage gaps
Quote storage and reminder emails
Educational emails
Agent controls on all communication features
Agent / planner – communication/response dashboard
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Curious how it all comes together? Join our live daily demo at 5:00 PM to get a first-hand look.
