DECKLINKS FOR INSURANCE AGENTS AND BROKERS
Document tracking for insurance agents
Boost policy sales and client retention with powerful PDF engagement insights.
- Identify your most engaged prospects and clients
- Pinpoint your most effective policy materials
- Accelerate the insurance sales cycle
Showcase your brand.
Create company profiles with custom banners and info-packages tailored to different industries.
Show your contact info easily accessible by your prospects and clients.
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.
Share any existing PDF presentations and documents.
INSIGHTS FROM INDUSTRY EXPERTS
Personalize illustrations, track engagement
Discover how top advisors use video PDFs to engage clients.
David Lee
Desjardins
Reh Bhanji
Desjardins
How to track documents
Easily share PDF documents and presentations and gain actionable viewer insights.
1. Upload a PDF file
Use any existing PDF document or presentation that you need to share.
2. Supercharge (optional)
Add video narration, data room, company profile, CTA button, etc.
3. Share trackable link
Access engagement analytics. Make changes even after sharing your link.
DOCUMENT TRACKING
Track engagement
Identify which clients are most interested in your policy offerings and refine your approach for maximum impact.
VIDEO NARRATIONS
Bring insurance policies to life
Easily create video walkthroughs of policy documents, coverage explanations, and claims processes. Ensure your clients fully understand their insurance options and benefits.
A unified hub for sharing documents. Ensure recipients have access to the latest files.
Record your screen and embed the screen recording in your PDF. No browser extensions required.
Set a password and ensure only the right people can access your links and files.
Add custom Call-to-Action buttons to drive viewers to your calendar, sign up form, etc.
Embed video files or YouTube videos in your presentations or documents.
Securely share presentations and files. Turn off access at any time.
and more
Build long-lasting
client relationships
Transform your prospecting, client education, and retention efforts with DeckLinks.
Used by teams of all sizes
See what our customers say about DeckLinks
“When I started using video narrations and explaining my sales presentations and proposals the engagement increased on multiple levels.”
B2MS
“DeckLinks makes my life that much easier, saving me hours of back-and-forth and providing our partners a centralized data room to fall back on!”
Pocketed
“We love DeckLinks and its one of those tools that has made a real difference in our sales process! It helps us remove complexity from our sales decks.”
Adadot
“DeckLinks has been a game-changer for us. Document tracking makes it so much easier to prioritize sales opportunities and close deals faster.”
Opnbx
