The Solution:
The new comprehensive Agent Experience project “Apex” will allow agents to create a sync between their application and their existing methods for managing client contacts and define it’s directionality (push, pull, or bidirectional).
- “Apex” will provide a single source of truth for managing their professional contacts and set up marketing campaigns to maintain the relationship.
- Contact data will be associated to the agent account, so that if they change brand affiliation they retain their valuable book of business personally.
- Any information shared with their brokerage will be clear to agents.
Example Screens:
