Digital Agent - 2026 Pricing, Features, Reviews & Alternatives

Digital Agent is a cloud-based advisor marketing solution designed to help businesses in the insurance and financial service industry manage website content, client communication, and data archiving whilst maintaining regulatory compliance. Enterprise marketing teams can generate reports based on data collected from marketing analysis in order to measure contribution of campaigns to business performance.

Digital Agent's website builder allows teams to create websites using content from the built-in library and custom branding capabilities, such as company logo, theme and colors to establish visibility across the web. Users can create, publish, and share content across various advisor websites to improve customer engagement. Integrated analytics provide insight into the performance of websites and marketing assets including blog posts and emails.

Digital Agent enables regulated industries to segment target audience, send multiple emails using pre-defined design templates, and distribute targeted content across prospects, optimizing marketing campaigns. The platform lets organizations view key metrics to gain insight into email campaigns and trends in content consumption. Digital Agent’s risk mitigation functionality enables enterprises to automatically display web content, audit trail of content changes/approvals, and third-party links, which can be retrieved in plain text or HTML format. Marketers can also respond to incoming audit requests and manage edits using filters and visual editors.