PorchSoftware
Curated by SignalSales and marketing solutions enhancing insurance advisor-client relationships.
Overview
PorchSoftware is a technology platform aimed at improving the relationship between advisors and clients in the insurance sector. It offers sales and marketing solutions that incorporate artificial intelligence and data analytics to enhance marketing campaigns and tailor sales strategies. The platform features several key products, including a Fact Find tool, advisor profile pages, curated marketing materials, and an electronic application (E-App). It is designed for career advisors, agents, and independent advisors, allowing users to complete applications digitally and interact with clients more effectively. The platform seeks to address challenges related to customer interactions and follow-ups, with the goal of supporting revenue growth and market expansion for insurance providers.
Key facts
- Founded
- 2013
- Headquarters
- Sandy, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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Contact
- Primary office
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