CrankWheel Reviews

There are many elements of CrankWheel I like, but probably one of the best is the ease of the client to use it. I see life and health insurance over the phone, so as they say, a picture is worth a thousand words, well having the visual of a presentation so easily put to their device, it is incredible. I cannot begin to say how many more deals I have closed because of CrankWheel!

honestly, there is nothing I dislike about CrankWheel

The ability to share the screen takes an "oral" explanation and turns it into a "visual " explanation, with saves a ton of time.

Enhances professionalism, improves client interaction while being simple to use.

No downsides that I've encountered, but I could make somehting up if you'd like! ;-)

I am able to share electonic applications with client, easing their concerns with over the phone interactions.

I love how the extension allows my clients to feel secure during the applications. It gives them security while also providing an easily accessible screen sharing tool.

At this time, I haven't experienced any negatives or drawbacks when it comes to using this software.

CrankWheel has helped me with my sales by allowing me to aid the customers in feeling safe and secure during the application process.

I appreciate how user friendly CrankWheel is for myself as well as my clients!

I do not have any negative comments in regard to CrankWheel.

CrankWheel allows my clients to see exactly what I am doing on my end by sharing my computer screen with them. This gives my clients ease of mind when I am inputting their information into applications.

It's ease of use. So fast and easy for both parties.

People don't know the product and don't trust it at first but warm up quickly once they try. They're afraid of getting their data stolen.

Clients can see what I'm doing as I apply for insurance on their behalf.

.Easy to use for me and my clients to share my screen

Sometimes it stops sharing and the client has to join again but not sure if that is client fault or the software

Being able to build trust with client showing my screen and what

CrankWheel has completely changed the way I meet with clients remotely. As an insurance agent, I use it daily to share my screen while presenting quotes and completing applications. It builds instant trust and keeps the process clear and professional — no downloads or tech issues for the client. Highly recommend for any agent working virtually.

If anything, I’d love to see a team-sharing feature that makes it easier to onboard and encourage new agents to use it routinely.

CrankWheel solves the challenge of building trust and clarity in remote client meetings. As an insurance agent, being able to instantly share my screen—without asking clients to download anything—makes presenting quotes and completing applications seamless. It keeps the conversation transparent and efficient, which builds confidence and helps close business faster.

Lets the prospect identify with the rep.

Sometimes can be a bit slow but generally great

Helping to illustrate our pruduct in a live demo fashion

I am able to share my screen with clients immediately, rather than try to get them to understand and go to zoom.

I like everything about it, so there is nothing I dislike!

Sometimes clients are hesitant to share pertinent information over the phone that is needed such as their social security number and banking info in order for me to provide the health or life insurance that they are requesting. When I share the application with them via CrankWheel the client's guard goes down tremendously, I am able to provide the service of protecting the client as well as their family and it benefits me in compensation.