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.

Square image
Custom branding
Showcase your brand.
Video narrations
Easily video-narrate any PDF documents or presentations when needed (otherwise video is optional). Redo slide if you made a mistake. Use built-in teleprompter to record longer videos.

Data rooms
Attach any supporting files and links. Make it easy for your prospects and clients to find the right information quickly.

Company profiles
Create company profiles with custom banners and info-packages tailored to different industries.
Contact details
Show your contact info easily accessible by your prospects and clients.
Custom CTAs
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.
Engagement analytics
See how prospects and clients interact with your PDFs.

Feedback and Reactions
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.
Share PDFs
Share any existing PDF presentations and documents.
Live links
Share with a single link. Update files even after sharing your link. Get notified when your PDF is viewed. Turn off access anytime.

Adadot using video PDFs
Pocketed using video PDFs
Wattpad using video PDFs
Opnbx using video PDFs
Troopster using video PDFs
Overlapp using video PDFs
PRESENT ANYTIME, ANYWHERE WITH VIDEO PDFs

Simplify complex topics

Break down complex insurance concepts into easily digestible information using video-narrated PDFs, making it easier for clients to understand and make informed decisions.

Insurance agent recording video PDF
INFORM AND EDUCATE

Establish credibility

Show your expertise with informative video PDFs, helping clients feel more confident in choosing you as their insurance agent or broker.

Insurance agent recording video PDF
IMPROVE CUSTOMER RETENTION

Foster client loyalty

Regularly update and share relevant content with existing clients, maintaining their interest and loyalty to your services.

Insurance agents recording video PDF
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.

Insurance agent recording video PDF
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.

Share files in the best virtual data rooms
ANALYTICS

Unlock client insights

Identify your most engaged prospects and clients. Elevate your communication strategies through in-depth analysis of PDF engagement data.

Document tracking analytics dashboard DeckLinks

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

Live Q and A
LIVE Q&A

Get 30 days free

Join 30-min live training – extend DeckLinks Business Plan free trial from 14 to 30 days. Watch a deck link example.

Book a demo

We're happy to answer all your questions!

Search