Gain Deeper Insights and Improve Customer Experience
Increase your close ratio on policies and proposals within your insurance market
Higher than average close rates
Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest.
Drag and drop your file into SlyDeck
Copy or share the link to file
Review insights and plan your follow up
Slydeck helps you plan the next conversation
Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform.
Platform to Advise
Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.
No Bloating Here
We made a point of designing a product without all the unnecessary and confusing bells and whistles you don't need.
What keeps brokers from getting 30% or 50% or 80% close rate on policies is typically the lack of insights.
Choose your best plan
600 Files / 75MB per file
Understanding what people care about drives more valuable discussions with follow up.
Reader feedback provides focus for topics and helps individuals plan the next conversation.
SlyDeck allows you to track file views, page views, and forwards.
How Slydeck has helped others
Quentin Shock — “Slydeck software has helped our agency have concise conversations with potential clients to help with follow-up on proposals and expectations.”
Seth Hickerson — “The insight they provide has made the process of closing more deals exponentially easier and faster. No more wasted time chasing around dead end leads."
Jarin Eisenberg — “With Slydeck you can actually see who is interested in your business based on what they do with your materials and that is a game changer.”
Mitch Landry — "A great new sales tool that gives us insight on how our opportunities are using the collateral we send them. Takes the guess work out of when to follow up and if the client actually read the proposal.”