Equisoft announced on May 29 the launch of a targeted email marketing platform for financial advisors, developed in collaboration with Humania Assurance to promote the insurer's 5575 product.
The platform integrates directly with Kronos Finance, a Customer Relationship Management software (CRM). It can be activated and used by the advisor directly in the CRM, on an opt-in basis.
Launched in November, Humania Assurance's 5575 is a web–based critical illness insurance product for Canadians aged 55 and 75.
"This collaboration with Equisoft is truly in line with our strategy to leverage interactive and intelligent technologies to provide advisors and their clients with innovative, simple and effective solutions," said Stéphane Rochon, President and Chief Executive Officer at Humania Assurance. "By activating the tool, the advisor has access to a state-of the-art platform that is automatically populated with customer data, and can launch, in just a few clicks, an email campaign based on their target client profile."
Puts advisor at the center of the transaction
"This new integration between Equisoft's CRM platform and Humania's eApp software is one of the first prospect-to-policy and direct-to-consumer technology integrations that puts the advisor at the center of the purchase transaction," said François Levasseur, Senior Vice President, Canada at Equisoft.