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.

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.

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.

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.

Finding New Clients Is Tough