INSURANCE

Ensure every customer interaction is as smooth and personalized as the insurance products you offer

NFC Card simplifies secure sharing, tracking, and analysis of client communications for banks, brokerages, credit unions, and investment firms.

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Share time-sensitive information with trackable short links

  • Allow customers to submit claims to agents and processors easily through branded short links sent via SMS or email.
  • Monitor open and click-through rates to ensure important bills and information are received promptly.
  • Minimize support inquiries by linking to useful resources in your client portal or app.

Leverage QR Codes to enhance convenience and gain a competitive edge

  • Facilitate payments by placing QR Codes on billing statements for direct entry into your payment portal.
  • Include custom QR Codes with your logo and brand colors on insurance cards for quick access to policy details and claims.
  • Cut down on paper mail by using trackable QR Codes for risk management and loss prevention education.

Personalize your communications with a Link-in-bio page

  • Develop a custom Link-in-bio page for your firm’s social media to share and track clicks on key announcements.
  • Schedule links to be visible or hidden on specific dates to manage when updates are made available to customers.
  • Enable your agents to create and share their own personalized landing pages for potential referrals.

Start building impactful connections today

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