Quickly build and manage any number of personalized marketing and enrollment sites using a single platform. You have the option to publish immediate updates to individual sites, or you can apply the same strategy across the group. The unlimited configurability allows for a seamless customer experience. Our easy to use tools offer guided product selection, eligibility discernment, real-time pricing, recommendations, and educational tools to facilitate sales. You can provide each individual client with their own unique site, and each user with their own personal portal.

Stream can integrate with and improve existing systems. It also works together with pre-existing enrollment and communication portals, 3rd party administrators, brokers and even call centers in order to improve communication and sales flow. You can also use it to communicate across systems to better manage collaboration, share data, and allow follow-up and completion of partial applications.

By analyzing customer profiles and behavior, Stream is able to produce highly targeted marketing campaigns to deliver the most relevant products and content. Directing potential consumers to a page where the language, tone, content, products and prices are personalized will greatly increase engagement and customer loyalty. Also, since buyers today are active on all digital channels, we stay ahead of the competition to deliver Stream to any device.

Communication funnels are guided by customer responses, delivering context specific content and rich media - videos and avatars, for example. This effectively secures engagement, reduces drop offs and increases conversions. Our clever infrastructure is able to provide a totally unique and personal experience for every customer. For any given user, there is a virtually infinite amount of possible journeys, and the whole experience is driven by user engagement.

Stream gets better as you continue to use it. Its under the hood self-learning algorithms continuously work to improve content delivery with every customer journey. This allows marketing and sales platforms to effectively adapt to changes in customer behavior. In the same way, different messaging and content can be tested against each other with real users in real time. This adaptability sets Stream apart from traditional marketing and sales processes by avoiding more dropped leads, missed deals and shrinking pipelines.

Not only does the admin interface provide in-depth analytics and reporting, the panel also offers unlimited configurability. And the more you use Stream for your operations, the more data is being collected. This data can be studied to improve your understanding of customer behavior, which can then be applied to improve your direct marketing and sales strategies.

Streamline the marketing sales process, reduce data processing and customer acquisition costs, simplify underwriting, and optimize your ROI with Stream. All while offering a very effective and personal user experience - every time.

XStream’s unified pre-configured platform allows you to create and manage a number of personalized marketplaces simultaneously. No special training is needed. Anyone can build and launch a new marketplace in just a few hours. Simply select the products that you want to offer, tweak the branding and immediately deploy.

XStream plays nice with already existing exchanges, too. In fact, by integrating XStream with your current operations, you can improve sales flow and offer immediate sales enrollment without any additional training or cost. The architecture under the hood is complex so that the integration process doesn’t have to be.

XStream guides customers through the sale process in an organic manner, while delivering context specific content. Customer interactions steer communication funnels to provide a personalized user experience. For any given user there are millions of possible journeys, ensuring that every customer interaction remains natural and more importantly - personal.

The architecture behind XStream is capable of improving itself over time by adapting to changes in customer behavior. Content delivery is improved with every customer journey, which in turn improves your marketplace. The complex algorithms behind XStream can also recognize up and cross-sell opportunities without the need of re-entering data.

XStream saves you the headache of verifying product eligibility, pricing and various other details, since the whole process is completely streamlined and takes place behind closed curtains. State consent notices and other regulatory requirements are also created automatically. Additionally, self-service reports are available to effortlessly measure performance.

By automating your marketplace or exchange you can greatly reduce your costs, while at the same time increasing your sales. By streamlining the sales process, XStream can help cut costs and optimize your ROI, while simultaneously helping you sell more efficiently.

Ready to use right out of the box. Spring comes with all the tools required to make a successful sale. No need for IT support or any special training. Spring comes with a number of different modes that can be used to train, self-enroll, or to assist an agent.

Spring helps simplify every sale with its ease of use. The application comes pre-loaded with standard products, pricing information, and even script – all to make sure that the salesperson is well prepared. Spring also includes a calendar, notebook, contacts, prospects (uploaded from census data), camera, calculator, application forms, and e-signature.

With Spring, the agent can rest assured that all of the required data is gathered and saved. When online, completed applications are automatically, and securely sent directly to the insurance provider - effectively securing every sale.

Spring Enterprise allows you to build and implement your very own sales tool. The user-friendly application will become the only tool needed by a salesperson to efficiently enroll customers, both in person and over the phone. Spring Enterprise provides support for multiple products from multiple carriers.

Spring Enterprise makes it easy to make your sales tool personal. Quickly build cases with any configuration and any sets of products. Spring Enterprise uses the already gathered data to better identify and target products and price-points for each individual customer. The flexible platform adjusts to better assist the salesperson by providing contextual content suggestions, derived primarily from customer interaction and profile.

Our user-friendly application is the only sales tool you will ever need. The platform is compatible with any tablet or mobile device, offline or online. Within its feature set, Spring Enterprise includes a calendar, notebook, contacts, prospects (uploaded from census data), camera, calculator, needs assessment tool, marketing collateral, application forms, and e-signature. Spring Enterprise comes with a number of different modes that can be used to train, self-enroll, or to assist an agent.

With Spring Enterprise, the agent can rest assured that all of the required data is gathered and saved. When online, completed applications are securely sent directly to the insurance provider - effectively securing the sale.