WebPrez
WebPrez helps insurance agents, annuity professionals, and financial advisors simplify complex financial conversations.
WebPrez helps insurance agents, annuity professionals, and financial advisors simplify complex financial conversations using guided discovery, educational video tools, and automated client engagement systems.
At the center of the platform is the Smart Money System:
• Smart Money Discovery — uncover a prospect’s real financial situation, concerns, and goals
• Smart Money Snapshot — generate a simplified one-page overview clients can actually understand
• Smart Money Blueprint — create a personalized action plan that improves clarity and trust
WebPrez Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
United States
Technology We Use
AWS (Amazon Web Services)
SERVICES
AWS Redshift
DATABASES
CSS
LANGUAGES
GitHub
SERVICES
Google Cloud
SERVICES
Java
LANGUAGES
JavaScript
LANGUAGES
Microsoft Azure
SERVICES
Next.js
FRAMEWORKS
Node.js
FRAMEWORKS
PHP
LANGUAGES
TypeScript
LANGUAGES
Figma
DESIGN
Google Analytics
ANALYTICS
Google Docs
PROJECT MANAGEMENT
Google Drive
PROJECT MANAGEMENT
Google Slides
PROJECT MANAGEMENT
Illustrator
DESIGN
Photoshop
DESIGN
SendGrid
EMAIL
Ontraport
CMS
Slack
COLLABORATION
ClickUp
PROJECT MANAGEMENT
