Harness the Sherpa Protection Score™.
Date | 18th November 2021
Where | QEII London
Come and meet us at this Event in London in November.
Your customers find insurance hard to understand and need guidance.
You want to help them make good decisions in this increasingly digital world.
Sherpa has the solution. A simple, intuitive engagement platform, delivering data-driven, personalized recommendations across product, lifestyle and finances.
Help your customers get the best possible protection for their families and their budget, today and as life changes.
It Starts With Your Score
Simple, intuitive way to visualize protection and financial resilience, via a Score out of 100.
Tailored Action Plan prioritized by most pressing need. Prompts right purchase at the right time.
Score Changes Over Time
Re-engagement facilitates new action. Score evolves as life changes, chart progress/get fresh guidance over time.
More Data Points Collected
Customers are far more willing to share data for the immediate benefits of true, personalized guidance.
Better Agency lead conversion
Significantly improve productivity with automated needs assessments and product matching.
Better On-line lead conversion
Turn uncertain visitors into confident, knowledgeable customers with solutions tailored to their personal circumstances.
Higher sales per lead
Data-driven, personalized guidance means customers are far more likely to purchase the right level of cover.
Our solutions are flexible, modular and API-driven, allowing you to innovate at speed.
Step 1: We build and host your fully white-labeled Score platform, mapped to your product portfolio.
Step 2: You add a button to your website, linked directly to your Score platform- you’re ready to go!