Smart Meetings

Virtualizing Communication that Measures Human Interaction, Retains Your Current Book and Predicts Your Next Customer.

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Web Meeting Platform for Agents and Advisors

You develop real relationships with your prospects and customers. Consumer demand requires more communication with less face-to-face interactions. Smart Meetings provides a digital platform to conduct seminars and one-to-one meetings, share industry-rich content and valuable face time without incurring traveling expenses and scheduling delays.


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Know More About Your Audience

Your customer profile is what allows you to generate more like-minded prospects. Smart Meetings retains pre- and post-seminar and meeting interactions and measures each data point to segment your audience by those likely to convert. We use this intelligence to prescribe your next move and predict outcomes that lead to acquisition and retention.


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Engagement Tools

You embrace the value of ongoing communication and making yourself available to service the needs of your customers. Smart Meetings is an integrated partner with web meeting and webinar technologies, email marketing platforms, social media channels and Salesforce. We provide choice through an omni-channel approach that ensures you can always communicate with your digital audience on their time.


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866-683-6915

Mon-Fri 8-5pm EST