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About
Build, calculate, prioritize, or compare solutions. Give prospects an interactive experience to customize their solution and make even the most complex offerings easy to understand. It's all about results. Interactive tools increase close rates significantly. Give prospects an interactive experience to customize their solution and make even the most complex offerings easy to understand. Make complex or long-term custom quoting as simple as drag and drop for your sales team or prospects. Complex solutions require intimately understanding your prospect's needs and motivations, we make it easy. Make every sale offer a powerful experience of choice for your prospects to make them feel in control while you guide them to the goal, a closed deal. With our infrastructure, we can help you build the right sales tools to engage and simplify whatever you are selling. Create builders, calculators, and tools that fit your sales process.
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About
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations.
The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems.
At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through:
• Smart Money Discovery™ – uncover financial goals, concerns, and opportunities
• Smart Money Snapshot™ – generate a simplified overview of a client's financial situation
• Smart Money Blueprint™ – create a personalized action plan and recommendations
WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies in search of a solution to create online, interactive proposals and sales materials to close more deals
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Audience
Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$249 per month
Free Version
Free Trial
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Pricing
$197/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSaleslion
Founded: 2009
United States
saleslion.io
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Company InformationWebPrez
Founded: 2001
United States
www.webprez.com
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Integrations
No info available.
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Integrations
No info available.
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