Designed for Insurance and Financial Advisors
Moberate uses the power of the smartphone providing non technical users the ability to promote their product or service without having the need to understand the complexities of marketing automation.. Utilizing both online and offline media, Moberate allows users to market with both traditional marketing tools in addition to best in class marketing automation technology from any modern device.
About Moberate
Advisor Promoter
Specifically Designed Smartphone Marketing Tools for the Financial and Insurance Sector.
The power of marketing automation made simple.
HOT LEAD LIST
Get leads in real-time directly to your smartphone to take action through a simple to use dashboard.
MEETING BOOKER
Clients can set meeting appointments directly into your calendar based on your availability through emails or on your personalized landing pages.
event reminders
Automatically generate reminders and communications for policy renewals, birthdays, anniversaries and more.
fully automated marketing
A comprehensive range of campaigns are managed on your behalf to help build customer relationships and generate leads.
MEDIA LEVERAGER
Leverage local media articles to generate leads and convert to appointments.
multi channel marketing
Communications are driven through the most appropriate channel ranging from email, sms through to social media channels such as messenger.
Testimonials
Advisor Promoter has helped us identify and significantly reduce compliance risk regarding communications with existing customers and automating manual tasks. This would have required a large increase in resources and costs. It has also allowed us to “separate the wheat from the chaff”, so we can better focus on servicing our preferred clients based on where we provide the most value. The results speak for themselves.
Alan Hartles
CEO, True North Investments
I’m not easily impressed when it comes to this sort of technology but was blown away when I discovered what Adviser Promoter can do for lead generation, client servicing and customer engagement.
Scott Wilson
Director - Assetwise
Moberate’s Technology will change the paradigm’s and most importantly, provide Advisers with a resource that can be adopted into a regular habit that I have been mentoring about for years. An efficient process to stay connected with their existing clients but also get them in front of more qualified potential clients.
Tony Bakalich
Managing Director - Insurance Brokers (Intel)
When they demonstrated Advisor Promoter to me, I could see straight away how easy it would be to now engage prospective new clients and any existing clients in a meaningful manner. The best thing is not having to be in the office behind a computer to do this. I could be on the road or waiting for an appointment to show and use this time to engage prospects or clients on a subject of interest to them. Also love the fact that I can get analytics to measure engagement.
A very productive tool that allows advisers to engage new prospects and existing clients effortlessly.
Darryl Scott
Video Testimonials
Scott Wilson
Director - Assetwise
Meet the CEO
