Sales Presentation Apps for Insurance Agents

When it comes to working on the go, effective mobile sales presentation apps, such as HeyBuddy, can improve the productivity of insurance agents by putting a wealth of information at their fingertips and helping them close opportunities faster. Making insurance presentations from laptops is easy. But why lug the laptop and a bundle of paperwork to every client meeting when you can accomplish the same thing on your mobile device? HeyBuddy is an incredible field of sales aid. Tablets and iPads are extremely versatile for one-on-one presentations, and the app can help you create branded presentations that engage customers and make mind-boggling insurance data understandable. Create educational charts and infographics, PDFs, striking images, informative videos, and other materials that will pique the interest of your audience. Organize them in your CRM library, and then set up the app, have agents sync their devices, and start closing deals. How HeyBuddy Can Help

  • Create better-looking presentations
  • Reduce meeting preparation and follow-up time
  • Download and set up in minutes
  • Intuitive and easy to use design
  • Powerful and extremely flexible
  • Customize the app’s look and feel
  • Organize sales materials in any CRM
  • Access HeyBuddy online and offline, whenever you need it
  • Display documents, PDFs, images, videos and more
  • Tailor interactive sales presentations to each individual client
  • Pick and choose which products to present
  • Keep sales materials consistent and up-to-date
  • Changes made within your CRM are reflected whenever the device is synced
  • Keep business data accessible
  • Enjoy on-demand access to client data on the go
  • Change presentations as often as you like
  • Record and log each presentation in your own CRM library
  • Save, sync and share files across computers and mobile devices
  • Monitor sales team activity
  • Reduce training expenses
  • Works on any mobile device

HeyBuddy helps convert leads to customers time and time again and delivers a superior end-customer experience. Forget about designing and printing paper sales materials like everyone else and impress your customers with a beautiful presentation that works on your iPad. Whether your specialty involves, property/casualty insurance, auto insurance, health insurance, workers’ compensation insurance or life insurance, HeyBuddy can be customized to present your business in the best possible light. Today, most prospects prefer conversation to sitting still and listening for 30 minutes to a dull, one-way PowerPoint presentation. Now your agents can easily show visuals that cement your sales points.  They can say, “Here, let me show you,” and present an informative graph, captivating image, or short video about a product. Agents can switch dynamically between different types of content based on the prospect’s interests, and then execute sales transactions on the spot by providing on-site quotes. HeyBuddy is a game changer when it comes to closing deals! Sales presentation apps like HeyBuddy help insurance agents compete in the digital world by leveraging their CMR. The sooner you get started, the sooner you’ll start realizing new revenue. Learn more about the app’s impressive capabilities by calling us at (484) 516-2526 or click below to get started.

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