Here is How Finergy Is Helping Insurance Agents Generate Daily Leads

The more we speak about how a few businesses propel forward to gaining massive momentum and growth in their fields, thriving on a competent team and a visionary purpose, the more we feel the need to discuss them for the world to know their genius. In the insurance industry nationwide, brands like Finergy have risen as one such company, creating a lot of positive buzz and serving as a go-to AI-powered financial planner tool.

Finergy’s co-founders Sachin Kaskar, Preetham Poojary, and Atreya Sawant, over the years, have rigorously worked towards making a product that can ease processes and solve problems of insurance agents, insurance advisors, insurance companies, and the like.

Finergy, as an AI-powered platform, has been consistently growing for the last few years, enabling insurance agents to grow their businesses and helping them focus on overall financial planning rather than selling a single product. The company already serves over 500 insurance advisors in Pan India to grow their business professionally and organically.

Finergy has grown as a revolutionary AI-powered platform that has transformed the whole insurance sector landscape for the better in just a few short years. It provides insurance agents and advisors with invaluable tools and insights that enhance their services and benefit their clients outstandingly.

How to generate leads for insurance agents is a common question among insurance industry professionals, to which Finergy smartly serves with its incredible product, empowering the insurance agents and advisors to generate more leads and improve their conversion through Finergy’s digital sales process.

How does the best AI-powered platform, Finergy helps, after all? It offers personalized financial fitness analysis to insurance agents nationwide, helping them make their clients take a simple test covering various aspects of their financial life, like family, budgeting, savings, and investments. This provides agents with a detailed financial fitness report, which ultimately helps them focus on overall financial planning and their business growth.

The platform, which also has a growing  provides actionable insights, pointing out whether the clients are on track to meet their financial goals and providing corrective measures for improving that. The simplified data management for insurance professionals by Finergy collects and centralizes client data over time and enables agents to gain more insights about clients’ goals, requirements, etc.

Finergy is known for offering timely reminders and alerts for agents to serve their clients well. Consolidation of all client data under one roof by Finergy reduces the administrative workload. This helps insurance agents to focus more on building client relationships and business growth.

The team at Finergy (@finergyapp) is determined to transform how insurance professionals operate in India by optimizing the endless power of new-age technologies. This has allowed the platform to offer comprehensive solutions tailored to the needs of the insurance agents and advisors.