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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.

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Step 1

Drag and drop your file into SlyDeck

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Step 2

Copy or share the link to file

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Step 3

Review insights and plan your follow up

Insight Matters

Slydeck helps you plan the next conversation

Increased Focus on Engagement
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Better Client Experience
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More Valuable Discussions
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User Friendly

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.

PRICING

Choose your best plan

Monthly

Free

2 Files / 75MB per file

$0

user/month

Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
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Basic

5 Files / 75MB per file

$9.99

user/month

Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
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Premium

Unlimited Files / 75MB per file

$14.99

user/month

Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
AI Recommendations* (coming soon)
Integrations* (SFDC, O365, Chrome, Slack, others)

Measure Impact

Understanding what people care about drives more valuable discussions with follow up.

Viewer Response

Reader feedback provides focus for topics and helps individuals plan the next conversation.

Tracking Dashboard

SlyDeck allows you to track file views, page views, and forwards.

TESTIMONIALS

How Slydeck has helped others

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Quentin Shock — “Slydeck software has helped our agency have concise conversations with potential clients to help with follow-up on proposals and expectations.”

— Agency Digital Banzai
1 Seth Hickerson

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."

— CEO Boost Above
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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.”

— COO GroundSwell
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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.”

— President Cecropia Solutions
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