Investor Presentaiton
Our Approach is Rooted in Sophisticated Technology
Scalable, Proprietary Technology Solutions from End-to-End
Proprietary, purpose-built technology platform
SelectCare
Core proprietary CRM and parent system, with sales enablement / workflow optimization tools, including lead scoring, lead distribution,
customer service and cross-sell capabilities
SelectBid
Advanced lead scoring
Get A Lead ("GAL")
and purchasing tools
Unique performance and
availability-based lead
routing
ARC / AQE
Real-time quoting and
underwriting by carrier
Workflow Tech
Proprietary consumer
lifecycle management
("CLM") tool
SRTS
Proprietary revenue
tracking and ASC 606
financial reporting tool
All functions wrapped with Data Science / Machine Learning to constantly optimize outcomes
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Lead
Acquisition
Lead Management
& Routing
Sales
Customer Engagement &
Lifecycle Management
Robust, fully-integrated technology platform drives customer lifetime value / ROI
Rich data assets
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Over 35 years of data across
millions of transactions
Over 1 billion consumer and
third-party data points
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Sophisticated
compliance processes
Tools and systems to audit
calls
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Logged and retrievable
customer interactions
SELECTQUOTE
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