CrankWheel for Insurance Professionals

In this overview and product demo, CrankWheel founder and CEO, Jói Sigurdsson, will show you how you can sell more insurance and delight your clients by adding a visual presentation to your phone calls, easily, with zero hassle for your clients.

You’ll learn why thousands of health and life insurance agents and brokers are using CrankWheel to enhance their sales process and sell more often in a virtual consultation, without requiring face-to-face meetings.

Why You Should Join the Webinar

You’ll learn how to:

>> Share your screen in seconds, during a phone call, to any device your client may be using, with zero hassle

>> Let your client sign ACA consent forms or Medicare SOAs during your call, all on their smartphone

>> Never require your client to install software

>> Record your meetings, and we store them for 10 years

>> Create meeting recordings or screen casts and share them as trackable previews or links that you can send by email

Your Presenter

Jói Sigurdsson
CEO
CrankWheel
Jói is the founder and CEO of CrankWheel. Before CrankWheel, he spent 10 years at Google as a Senior Staff Engineer, and before that he participated in building several technology startups.
  • Jói Sigurdsson
    CEO
    CrankWheel
    Jói is the founder and CEO of CrankWheel. Before CrankWheel, he spent 10 years at Google as a Senior Staff Engineer, and before that he participated in building several technology startups.
Using CrankWheel is crucial in my job. If we don’t, it’s not in compliance - I’m licensed in 32 different states and I can’t do face-to-face meetings.

It’s not rocket science. Without face-to-face in the insurance world, you have to do a screen share. When I have qualified the leads, I shoot them a message with the link and they connect instantly. I can then show them that I’m licensed in their state and then we can go over their options.


Dr. Daniel Iacavone, Licensed Health Insurance Expert
It’s just a very easy platform for screen sharing with customers. It’s inexpensive and simple to use.

It’s just a very easy platform for screen sharing with customers. It’s inexpensive and simple to useinto all of it on the phone call. If they are no longer paying attention, I can see it and redirect their attention back to the call.


Lore Soto, Coverage Advisor - The Benefits Boss
I have been in the Insurance business for over 5 years and have always met my clients in person. I thought it was always more difficult over the phone.

Since I discovered CrankWheel, I have transformed my ability to do business and do most my business over the phone now.

There have been so many over-the-phone enrollments I know would have never been possible without CrankWheel!
Matt Wakelin