Finergy App – CRM for Insurance Agents
About
Finergy is an AI-powered application for insurance agents, and financial advisors to serve their clients better. The tools and insights provided by the application for insurance service providers, helps to raise the client servicing bar to the next level. Finergy App is available for Android & iOS devices through a simple signup form on the Finergy website (www.myfinergy.com)
Offerings
- SaaS solution for agents
- Lead Generation tool for agents
- Agent Profiling Solution
- Insurance Agent Community
- Agent Learning Sessions
- Training & Handholding
USP
- Smart Insights in 10 minutes
- Q&A Based Assessment
- Actionable Insights That Agents can use
FAQs
Who can use the Finergy App?
Finergy App is for insurance agents, financial advisors, and any wealth management, financial planner. It acts like an aid for them to offer top-notch customer service.
How does the app help insurance agents?
The app allows insurance agents to build their user profiles, gather testimonials, and generate referral leads from their network. It helps agents conduct a test to assess the financial fitness of their customer, and helps them advice accordingly.
Is Finergy App available to download for free?
No, you need to apply for the same on the brand website, you will be onboarded, against a small annual subscription fee. Basic training will be given for users to start using the app.