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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in search of a solution to create online, interactive proposals and sales materials to close more deals

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.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$249 per month
Free Version
Free Trial

Pricing

$197/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Saleslion
Founded: 2009
United States
saleslion.io

Company Information

WebPrez
Founded: 2001
United States
www.webprez.com

Alternatives

Alternatives

MoneyGuide

MoneyGuide

Envestnet
SIMON

SIMON

SIMON Markets
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Saleslion and update features and information
Claim Saleslion and update features and information
Claim WebPrez and update features and information
Claim WebPrez and update features and information