Client Growth · Insurance

Your face and your voice reach
every quote opportunity —
within seconds.

PERSONÆ deploys your Branded Digital Presence at the moment a prospective client reaches out—creating trust earlier and more opportunities to write the relationship.

PresenceIncrease meaningful engagement from first inquiry through scheduled consultation and follow-up.
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Patent-Pending Digital Presence Infrastructure
PERSONÆ Digital Presence
Client Growth in Action

Five Touches.

From first inquiry through consultation, PERSONÆ keeps your organization personally present when responsiveness and trust influence the decision.

New Quote Request
Fires within seconds
Quote Follow-Up
24–48 hours later
Coverage Primer
before they decide
Missed-Quote Recovery
Same day
Continued Follow-Up
Ongoing

These are examples. The wording, the voice, and the backgrounds are tailored to your brand — your words, your look, your world. If you can picture it, just ask.

Presence, Delivered
Built to fit how you already work.

PERSONÆ runs alongside your outreach — or inside it. Connect it to your CRM, texting, and scheduling, and we bring Presence to the relationships you already have. You decide who hears from your Corporate library of videos, and how often. We amplify your customer connections — we never crowd them.

Your PERSONÆ Digital Presence is changing the game.
We're so confident, we back it with a guarantee.

If you don't see a measurable lift in your quote-to-close rate within 60 days of going live — your setup fee is refunded in full. You risk nothing. We only win when you win.
✦   60-Day Close-Rate Guarantee · Setup Fee Refunded If We Miss
Why It Matters

The world already moved to video.

This shift is working in your favor — PERSONÆ puts your face, your voice, and your Presence right where your customers' attention already is, working for you around the clock.

#1
YouTube is now the most-watched platform on American TVs
Nielsen's latest data puts YouTube ahead of Netflix, Disney and Amazon in total television viewing. Video isn't one more channel anymore — it's where your customers' attention already lives. — Nielsen, The Gauge
89%
of people say a video convinced them to buy
Nearly nine in ten buyers say watching a video has convinced them to purchase a product or service. When you show up on video, you're speaking the language they already trust. — Wyzowl, State of Video Marketing
95%
of a message is retained through video — versus 10% in text
People remember almost everything they see and hear on video, and almost nothing they skim in text. A short, personal video says more in seconds than a page of copy ever will. — Insivia
100×
more likely to connect when you respond within 5 minutes
Across more than 100,000 leads, responding within five minutes made businesses 100× more likely to connect. Instant, personal, and on video is the combination almost no one delivers — and the one customers remember. — Harvard Business Review / MIT

Sources: Nielsen, The Gauge · Wyzowl, State of Video Marketing · Insivia · Harvard Business Review / MIT, The Short Life of Online Sales Leads.

Your Foundational Asset

Your library of videos

Your greatest advantage is your people. PERSONÆ builds a growing library of your producers' approved faces, voices and messaging—the foundation for every Digital Presence you deploy today, and each new one as your agency grows.

Built to Grow

One foundation. Many deployments.

Branded Producers & TeamYour producers, agents and approved representatives.
Approved Identity AssetsPhotographs, video, voice, messaging and brand visual assets.
Library of RenderingsReusable, brand-aligned Digital Presence assets for every stage of the journey.
Expanding SolutionsNew deployments built from the same growing foundation.
Ready When You Are

More client opportunities —
because you answered first.

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Run multiple locations? See the enterprise overview →