“The Fize platform is a secret weapon for us. Being able to talk to clients about the realities of their existing coverage vs their needs is a game-changer in terms of our sales success."
"I absolutely love this tool. An auto dealership in town sent me a referral - and it was clear the prospect wasn't well-versed in insurance details (very, very few are.)
She wasn't able to tell me how much she currently pays or what for. I asked if I could take a peek at her current coverage, and that all she'd need to do is link her coverage via an app like she's linked her checking accounts to Venmo and other financial apps.
You could feel the stress evaporating! I sent her my link and got full access to all of her declaration pages in a matter of seconds."
"This tool is the best tool to get an upper hand and understand what customers require and what they're currently paying for. By being able to address their current needs by showing them what they have - I haven't found a better tool yet."
We are using these links in every email we send out. We edited the link to say - 'Looking for a quote? Click here to send us your policies' Engagement is phenomenal!"