Insurance Agents Are Boosting Their Business Using Finergy Platform

The Finergy Platform helps grow the insurance business, generate more leads, and offer convenience.

There are a few companies that, as a team, only believe in focusing more on their personal wins, and then there are a handful that focuses more on adding more value to people’s lives and the ones they set out to serve through their products/services. The way Finergy has gained massive recognition and reached the forefront of the Indian insurance landscape is a sight to behold, thanks to the visionary ideas and genuine mission of Co-Founders Sachin Kaskar, Preetham Poojary, and Atreya Sawant.

These three visionary entrepreneurs, who already hold rich years of experience in sales and agency management at senior positions, thought of filling a gap in the insurance industry by easing out processes and offering convenience to insurance agents and advisors. This led them to create the AI-powered platform that has already significantly impacted the industry, offering the best solutions to helping insurance agents grow their business and convert more.

Finergy’s client-centric approach shifts the focus from selling insurance to addressing clients’ unique financial needs. It has enhanced agents’ capabilities by offering them great tools and insights. Finergy’s innovative approach focuses on the adoption of tech-driven solutions while also encouraging data-driven decision-making to offer tailored solutions aligning with clients’ financial goals.

This way, insurance agents have been boosting their business using the Finergy Platform, thriving on the endless power of AI and other modern-day technologies, and solutions like deep insights about their clients, a detailed financial fitness report requiring their clients to take a simple test, consolidating all data under one roof for reducing insurance agents’ administrative workload and enhanced customer engagement with timely alerts and reminders.

The experienced team at Finergy is all about their goal of adding more value to the lives of insurance agents, insurance advisors, mutual fund agents, and the like through the AI-powered platform, helping them build a successful business like never before.

Do not forget to follow Finergy on Instagram @finergyapp and gain more insights through its YouTube.