Beehivr for
Insurance Agents

Sell and retain your clients with Beehivr. An agile app to help you create lasting and trusting relationships.

Meeting Dashboard

Save time before, during and after meetings

The Meeting Dashboard is the core of Beehivr. It allows you to preemptively select content to share with clients, to lead meetings effortlessly and to automatically generate meeting summaries.

Save time on meeting preparation with templates

Reduce preparation time using templates containing pre-selected content, such as forms, quotes and policies documentations.

Facilitate the meeting progression by gathering all the essential collateral in the Meeting Dashboard.

Build summaries as the meeting progresses

Facilitate the meeting progression by gathering all the essential collateral in the Meeting Dashboard.

Easily follow up with clients to close more sales

Automatically generate a secured web-based meeting summary and share it with clients.

Receive a notification once the content is accessed and always follow up while you are top of mind.

of clients see an increase in CRM benefits

ROI within the first 3 months

reduction in meeting preparation time

Interactive Content

Facilitate presentations and information gathering

Present in an engaging way and capture information directly through the interactive presentation to save client information.

Automatically update your CRM from the lead capture presentation to ensure compliance obligations and trace what’s communicated to clients.

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Digital Sales Rooms

Bring a human touch to remote client meetings

Seamless video call experience

Send clients personalized invitations to a digital sales room, accessible via a web link. Accessible from any browser on any device, no installation or plug-ins required.

Professional screen-share mode

Easily present collateral that are in the app and only display what your clients are meant to see, ensuring information privacy and a professional experience.

Centralized Documents

Easily access the latest product documents digitally

Access the latest brochures, deductible information, insurance coverage details, and all collaterals you need from one centralized library.

Quickly cycle between all your product documentation, never missing an opportunity to cross-sell.

Get notified when new documents are made available for download.

Client Profile

Personalize each client’s meetings

Access a visual profile of clients to get a clear understanding of their needs.

Facilitate cross-selling and up-selling during the call.

Onboarding & training

Ease onboarding and training processes

Create tutorials and onboarding programs to train new insurance agents to use industry best practices.

Deploy training sessions, when big industry changes occur using the interactive presentation module.

Industry standard security

Standard AES-128 video call encryption and optional AES-256 encryption can be added. Regional media zones management for Canada, US and EU as well as GDPR compliance to ensure customer privacy. We completed the Service Organization Control (SOC) 2 Type 2 audit to certify security practices, policies, procedures, and operations.

Add-ons

Communication

Communicate with your customers via email, SMS or even video chat, and keep track of all conversations in your CRM.

Client Profile

Access customer CRM profiles directly from the Beehivr app to create a personalized experience and perform instant updates.

Catalog

Showcase your products or services through a dynamic catalog experience complete with photos, videos, links, product descriptions and specifications.

Custom

White Label App

Create and customize your own Sales Assistant app complete with your brand name and logo, deployed through VPP (Volume Purchase Program).

Custom Integration

Our team of seasoned professionals can integrate your Sales Assistant app with the world’s most used CRMs, ERPs, CMS and much more.

Talk to a member of our sales team.