Finergy Growth Solutions has built a lead generation platform for insurance agents and advisors, offering efficiency and growth in the insurance sector.
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It is incredible to learn about all those brands and businesses made from the ground up and created with the genuine intent to offer a positive change in their respective industry. The financial and, specifically, the insurance sector has seen the influx of several such businesses; however, Finergy tops them all for more than one reason.
Finergy has emerged as a one-of-a-kind financial planner platform powered by Artificial Intelligence (AI) under the leadership of Co-Founders Sachin Kaskar, Preetham Poojary, and Atreya Sawant. The Finergy AI-powered app is all that insurance agents, insurance advisors, and insurance businesses need.
Co-Founders of the much-talked-about financial management tool spent 15+ years working in sales and agency management at senior positions. Together, they believed in easing the lead generation process for insurance agents, and thus, Finergy was established.
Speaking more about launching the cutting-edge tool, the co-founders say that they were always passionate about solving sales-related problems for agents. Hence, they started working on solutions that could help them grow their lead generation and lead conversion in the insurance sector.
During the pandemic, the co-founders saw a spike in the world of online tech, which motivated them to optimize the same to create the AI-powered platform. Since October 2021, they have worked on finding the best solutions to address insurance agents' concerns.
In February 2022, they launched a Minimum Viable Product (MVP) and gained feedback from the market. In the process, they approached more than 700 insurance advisors across India, understood their problems, and started improving their MVP. In April 2023, they launched their market-ready product.
Though the company faced several challenges, such as working on the mindsets of agents for adopting new ways of selling and convincing them to try the latest AI-powered tool, which made it all a time-consuming process, the company still came a long way as they focused on helping agents to generate more leads and improved their conversion through their digital sales process.
Finergy (@finergyapp) today has emerged as a go-to tool for insurance and mutual funds agents, empowering advisors to provide customized financial fitness plans to their clients in less than 5 minutes. This has offered ease and convenience to them, where they can focus on overall financial planning instead of only selling a single product. The AI-powered financial planner created for insurance agents helps seamlessly grow their business.
Also, check out its YouTube for informative videos.
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