##### DECKLINKS FOR INSURANCE AGENTS AND BROKERS

# Document tracking for insurance agents

Boost policy sales and client retention with powerful PDF engagement insights.

- Identify your most engaged prospects and clients
- Pinpoint your most effective policy materials
- Accelerate the insurance sales cycle

**Custom branding**  
Showcase your brand.

**Video narrations**  
Easily video-narrate any PDF documents or presentations when needed (otherwise video is optional). Redo slide if you made a mistake. Use built-in teleprompter to record longer videos.

**Data rooms**  
Attach any supporting files and links. Make it easy for your prospects and clients to find the right information quickly.

**Company profiles**  
Create company profiles with custom banners and info-packages tailored to different industries.

**Contact details**  
Show your contact info easily accessible by your prospects and clients.

**Custom CTAs**  
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.

**Engagement analytics**  
See how prospects and clients interact with your PDFs.

**Feedback and Reactions**  
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.

**Share PDFs**  
Share any existing PDF presentations and documents.

**Live links**  
Share with a single link. Update files even after sharing your link. Get notified when your PDF is viewed. Turn off access anytime.

##### INSIGHTS FROM INDUSTRY EXPERTS

## Personalize illustrations, track engagement

Discover how top advisors use video PDFs to engage clients.

[David Lee](https://www.linkedin.com/in/david-lee-689078111/)  
Desjardins  
[Reh Bhanji](https://www.linkedin.com/in/reh-bhanji-cfp-clu-49505424/)  
Desjardins

## How to track documents

Easily share PDF documents and presentations and gain actionable viewer insights.

##### 1\. Upload a PDF file

Use any existing PDF document or presentation that you need to share.

##### **2\. Supercharge** (optional)

Add video narration, data room, company profile, CTA button, etc.

##### 3\. Share trackable link

Access engagement analytics. Make changes even after sharing your link.

##### DOCUMENT TRACKING

## Track engagement

Identify which clients are most interested in your policy offerings and refine your approach for maximum impact.

##### VIDEO NARRATIONS

## Bring insurance policies to life

Easily create video walkthroughs of policy documents, coverage explanations, and claims processes. Ensure your clients fully understand their insurance options and benefits.

## Build long-lasting client relationships

Transform your prospecting, client education, and retention efforts with DeckLinks.