Insurance companies and brokers

Identify, prioritize, and convert
opportunities faster than ever.

Insurande companies and brokers distribute and share fund factsheet with prospect and clients. Booster help to determinate the insterest level.

Financial advisors send quotes and get real-time feedback. booster help to do the follow up in the right time and with the right message.
Raise ​​more, better, and faster in a changing world
Securely distribute and share your analysis, factsheets and brochure documents and get real-time engagement monitoring.

No longer change the habits of your teams by changing the platform, everything is done within the CRM that they already use on a daily basis.tation to your leads

marketing lead scoring

Switch to booster to distribute your analysis, factsheet or brochures in your website, emailing campaings, emaling automations, whastapp campaigns and get a new segementation based on lead level interest.

Driving a new experience

booster offer a new UX PDF reader. You can add configurate your brand guidelines, add institutional video, whatsapp integration, personalized forms as for example for call back or begin a digital onboarding.

Automated calendar

Each financial advisor can configure his outlook or gmail calendar to let leads directly schedule a meeting from the PDF reader.

Generate more leads

Add a fully customizable banner with a CTA in the PDF reader. You can deploy also in your PDF readers, new fund information to generate up selling oportunities.

For prospects, you have the oportunity to configure banners with information about your company, products, value proposition or other services, etc.

Follow up at the right time

Advisors team receive notification once proposals, simulations, factsheets or brochure were read with all detail regarding engament and read behaviour.
The perfect time to call with all information in the hands!

Improve your raising process

Direct your sales and marketing people to the best action to take based on the profile and interest of each prospect or current investor.

Help your call center and sales teams streamline their sales efforts through prioritization and automation.

Improve the closing rate of your opportunities by triggering the right actions at the right time.
See how it PDF Reader looks like
See how it analytics looks like
“With the capability to track our proposals, we can now understand what content our leads are reading and be more relevant & effective in our communication. booster gives us critical insight into our sales process without having to change our workflow.”

Jorge Uribe
Account Manager at Britech Latam