Insurance companies need a marketing and sales platform that empowers brokers and agents with a unified set of workflows and marketing and sales tools. This is where ZINFI’s end-to-end channel management capabilities come in:

  • Enable your internal sales team members and your external go-to-market partners—brokers, agents and others—with a full suite of sales and marketing assets
  • Ensure your agents pitch properly by providing pre-approved marketing and sales content that is compliant with industry regulations
  • Separate content by agent types, groups and roles, and manage access to content based on an agent’s profile
  • Set up, distribute and promote multiple sales rewards and incentives schemes to align internal sales and external agents in pursuing a unified set of goals
  • Track the performance of programs, assets, campaigns and training programs at the regional, territorial and partner group level to determine what’s working and what you need to change to achieve better ROI

How can ZINFI help me?

ZINFI provides a plethora of channel management tools for partner recruitment, onboarding, training, enablement and management that can significantly drive efficiency and productivity for insurance organizations. With these tools, a channel-focused team can not only reduce operating costs, but also increase sales productivity and partner satisfaction locally and globally.