Welcome to the Digital Age!
20Twenty is a Hub where you manage your Insurance Practice while staying in contact with your clients - via your own branded Mobile App.
The 20Twenty Client App allows your Clients to Manage their financial portfolio while remaining in contact with you via the App
Next Box thinking
Here's Why You will Love 20Twenty
Share a live FNA with your client - never worry about outdated analyses again!
Feeling left out? Offer your clients a personally branded app to share data, communicate, educate and manage their online profile.
Outdated Client Profiles? Share everything with your client, and stay informed of their lives!
Set targets and manage your whole business in one dashboard
Create and execute marketing and sales campaigns with email or App-Chat messaging based on customer profiles
Manage each opportunity from initial lead through to deal closure, with all associated documents, actions and history immediately available
Email is Old School! Chat away, but conveniently keep a record of all your communications. Share files, brochures, quotes etc!
No more document confusion! Brokers and their clients share policy documentation, quotations, historical FNA's, Investment Reports and so much more securely in the cloud