DECKLINKS FOR INSURANCE AGENTS AND BROKERS
Elevate your client communication
Make it easy for clients to understand even the most complex insurance policies and products.
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
PRESENT ANYTIME, ANYWHERE WITH VIDEO PDFs
Simplify complex topics
Break down complex insurance concepts into easily digestible information using video-narrated PDFs.
IMPROVE CUSTOMER RETENTION
Foster client loyalty
Regularly update and share relevant content with existing clients, maintaining their interest and loyalty to your services.
STAY TOP-OF-MIND
Shorten the sales cycle
Reach more potential clients with less effort in a more personalized way. Identify the most engaged prospects and prioritize deals.
VIDEO NARRATIONS
4x content engagement
Personalize communication with Video PDFs. Upload your PDF presentation or sales deck and press record. Make changes even after sharing your Video PDF link!
CONTENT ROOMS
Reduce back and forth by over 50%
Streamline client onboarding with unified content rooms for managing and sharing essential onboarding documents and resources. Organize and update materials with ease, ensure new clients have access to the latest files.
ANALYTICS
Unlock client insights
Identify your most engaged prospects and clients. Elevate your communication strategies through in-depth analysis of PDF engagement data.
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
