Acquire Customers Efficiently
SALT tackles independent agents’ key challenges head-on, turning the complicated insurance application journey into a direct path to success.
Data Collection & Transfer
Capture prospect-verified home and auto details that automatically pre-fill your comparative rater.Beautiful Prospect Experiences
Impress your prospects with user-friendly, branded forms that keep them engaged and informed.Leverage Your Referrals
Capitalize on every lead with tracked referral links that facilitate a smooth referral.
“SALT has made the new business quoting process easier on our clients and team so we can spend more time advising and less time data gathering.“Jacob Eisenrich, Weatherby-Eisenrich Insurance
“SALT has been amazingly easy to implement. Prospects love the interface and our team loves the ease of the data import into Epic Quotes. Simply put, we are quickly becoming addicted to SALT“Hannah Ogle, Watkins Insurance Group
Why SALT?
SALT tackles independent agents’ key challenges head-on, turning the complicated insurance application journey into a direct path to success.
-
Centralized Data Collection
No more entering the same information into multiple forms and systems. SALT’s intelligent data collection and transfer capabilities mean information is entered once and then efficiently pre-filled across your necessary platforms.
-
Simplified Data Transfer
Connect and accelerate with SALT’s native integrations with comparative raters and advanced tools like Zapier and Gaya AI that ensure transferring data is seamless and swift, reducing time spent from hours to minutes.
-
Beautiful Prospect Experiences
SALT offers custom-branded, user-friendly digital applications that prospects can complete quickly and confidently, anywhere, anytime. This isn’t just about saving time - it’s about creating confidence and trust in your services.
-
Leverage Referrals
Generate QR Codes and web links for your most valuable COIs in seconds. SALT not only tracks these referral but also integrates them directly into your system, enabling you to capitalize on each referral regardless of timing.
-
Integrations That Matter
SALT is proud to partner with industry-leading raters, data providers, and connection services that will make the biggest impact on your bottom line and simplify your prospect acquisition workflows.
How SALT can help
24/7 access making it easier to do business with you — No appointments necessary.
Sync prospect data directly to your comparative rater. A zero-touch submission process for your agency.
Mobile Friendly User Experience. Your prospects can enjoy completing an insurance application from their sofa and on their phone.
Complete submissions — fully integrated with big data so no more back and forth emails, calls or texts.
Customized Marketing Links — Whether it’s a trusted referral source, a producer, or a social media campaign - you can effortlessly track where your new business is coming from.
Coverage recommendations designed by you to help your prospects make smarter decisions.
