For Insurance Brokers
Clients and prospects can join your platform.
Build your brand
Upload your picture, logo and colours through the super easy to use portal. Look professional with an app that’s branded to you.
Personalized content possibilities.
- Personal information page with stats
- Advice
- Solutions
- Comparisons
- Photos
- Embed videos
- Client testimonials
- Case studies
Attract new business
Create a platform that enhances the customer experience. Load it with great free content to earn the trust of new clients and to keep them coming back.
Unlimited content possibilities
- Configurable forms
- Contracts that will get the relationship started
- Share helpful and timely insights and advice about policies, coverage, terms and conditions
- Surveys and business forms
- Database marketing with group SMS messaging
- Timely information and effective marketing messages
- Single-tap contact. Phone. Email. Text. Social.
Connect with your clients
Understand your clients and their needs to deliver advice, guidance and support for every step of the way.
Features for better client relationships
- Gather data from forms to understand client needs
- Share Zoom or video conferencing links
- In app links to online tools like calculators and appointment booking systems
- In app links to online resources like external news
- All-in-one-place resources and advice
- Single-tap contact. Phone. Email. Text. Social.
Create loyalty and referrals
Become your local thought leader and leverage the credibility you’ve built with your clients. Make it fast and easy for your clients to refer you and your services. And recommend trusted professionals from your network to your clients.
Simple sharing
- One-tap app sharing
- Automated SMS app download invitations
- Provide direct app access through a QR code
- Add other Goos app owners as contacts
- Share your powerful referral network
- Recommend specific professionals from your network
Easy analytics
Get all of the insights you need to keep your clients engaged.
Complete analytics dashboard
- Who downloads your app
- Who is active
- What clients are viewing
- Easy follow ups with inactive clients