More Affluent Policies
We know what works
It can be very overwhelming building, balancing and growing your book of insurance business. Keeping your pipeline and activity level high should always be your number one priority.Read More
Shorter Sales Cycles
Higher rate of meaningful conversations
New prospects tend to overlook gaps in their insurance needs. The more affluent, the higher the value of protection for themselves and the benefit of their family.Read More
Data Drives Interest
Real-Time prospect information
Real time prospect information means you know it when it happens. We limit the active professionals on our platform for a reason, to ensure the quality of information leads to results.Read More
Insurance Advisor Prospects With Steps To Succeed
Your prospects and clients choose to work with you because you understand their situations. You treat them as they are the only client they have. This is what you receive from us. The Odegee platform is built for you and only you.
We have been in your shoes, have walked the path and have handled the
challenges of building a book of business. Our platform helps you gain the edge against your competition.
Real-Time Data and Insights
We turn data and information into meaningful marketing opportunities.
We Work With Your Firm Resources
Every firm has their own unique strengths. We make sure that the data plays to those strengths.