Neontra delivers a fully managed service that empowers you with a new way to stay connected with prospects and clients. Elevate client engagement and nurture relationships with potential customers by utilizing our cutting-edge digital platform for financial management and planning. Provide your clients with an integrated view of their insurance, assets, liabilities, cash flow, goals, and retirement forecasts, all in one place.
To stay ahead in digital innovation, insurance companies must deliver new digital engagement tools quickly and cost-effectively. Neontra's personal financial management app and financial wellness solutions, combined with our system integration expertise, experience in the brokerage industry, and SOC Type II certification, can give you a substantial competitive advantage.
Connect with prospects and clients by discovering their aspirational goals and unique insurance needs, all while gaining insight into the assets and liabilities they hold outside of your company.
Neontra provides digital tools and capabilities to streamline the development of new services, enhance digital experiences, and transform key functions such as marketing, distribution, and underwriting. By leveraging Neontra's digitization solutions, insurance companies can capture a larger share of their clients' wallets and strengthen their relationships with customers.
Neontra provides a range of financial wellness tools, including insurance needs analysis, retirement planning, investment strategies, budgeting, goal setting, and savings. Clients have access to resources and insights that will help them plan for a more secure financial future.
We recognize that every insurance company has unique goals. Our streamlined integration through SaaS service delivery ensures that clients receive the right support and education tailored to their needs.
Clients can access the platform at their convenience, using it at their preferred pace and comfort level 24/7, whether on the web or through our mobile apps. Partners can customize tools, features, and content to personalize the client experience to meet individual needs.
We do not sell any financial products, allowing partners to gain confidence from access to a truly independent partner. Neontra operates as an independent InsurTech and FinTech solution and is not a financial advisor, wealth manager or financial planner.
A modern digital experience is essential for clients. Neontra’s mobile and web interfaces can be customized to user preferences and are designed to be intuitive, featuring easy-to-use charts, graphics, and visualizations.
InsurTech Wellness solutions can often be costly. Neontra provides an affordable subscription-based digital service and no hidden fees.
Clients expect app-based services for digital engagement. Neontra's innovative iPhone, Android and Web apps mean you can reach clients and prospects in real-time on any device.
Our white label, partnership and API solutions provide the ability to integrate across multi-platforms, web portals and native applications. Partners can launch our innovative services and products quickly, saving expensive integration and time-to-market costs.
Please get in touch with us at partnerships@neontra.ca to learn more.
InsurTech Digital Customer Engagement
Financial Health
Measurable Impact
Transformative Digital Services
Comprehensive Financial Planning
Competitive Advantage
Personalized Financial Education