Will your clients refer you to their closest friends and family members or call you to say that they're buying a house? Link can connect you with that information in real time.
The world is digital. Link provides an easy and secure solution to deliver information and policies to your clients.
Do your clients have a solution for sharing their insurance policies and critical information with their loved ones? Link provides you and your clients with automated document sharing.
Over 66% of children fire their parents' advisors. Link prevents this from occurring by helping you create a direct relationship across generations.
You're responsible for the security of your clients' information, but clients hate encrypted emails. Link replaces the need for encrypted emails.
Requesting referrals annoys many clients and rarely produces significant results. Link uncovers your clients' best referrals naturally and automatically without self-serving requests.
Develop processes that are predictable and reliable and offer peace of mind to you and your clients. Use Link to establish a unique workflow that fits you and your collaborators.
Exceed your clients' expectations by offering digital services that make it easier for them to manage their lives, prepare for the future and do business with you. Link helps you build loyalty that lasts.
Anything at Anytime
Clients and partners expect secure digital storage of information with the ability to search, filter, access and easily share with others.
Streamline the back and forth of communicating with everyone you do business with - including your clients, their family members and other professionals.
More About Your Clients
Leverage valuable insights and timely notifications that identify gaps and needs providing you the information to recommend new solutions that result in new sales.
The subscription term is 1 year. You may cancel at any time, but your subscription will remain until the year contract expires.
Yes, you may upgrade your subscription at any time. Your subscription date will not change, and the upgraded plan charges begin on the upgrade date.
Anyone you add is considered a contact. However, anyone your client adds will not count towards your contact allocation.
A traditional CRM is an internal tool to keep track of relationships. While, Link can track relationships, the primary purpose is to start where your CRM ends. Link connects your clients to you.
Yes. All data are stored securely and encrypted at rest using AES 256 (Advanced Encryption Standard). We perform regular threat assessments, both internal and external, to routinely test our application and infrastructure security posture.
Yes. Advisors receive a unique tokenized URL, which can be embedded in email signatures or website.
Yes - in fact, several insurance companies and insurance agencies use Link enterprise-wide. Contact us for more details.
We love to talk about our product. Don't hesitate to connect with us to talk about what we can do to make your business better.