Efinancial
Insurance · Washington, United States · 201-500 Employees
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Overview
Headquarters
1621 114th Ave SE Ste 118, Bellevue, Was...Phone Number
(888) 670-0597Website
www.efinancial.comRevenue
$270 MillionIndustry
ZI Rank: 7
Signal Type
Jan
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ZI Rank
5
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6
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7
About Efinancial
eFinancial is a leading direct-to-consumer life insurance agency with offices in Bellevue, Washington, Chicago, Illinois, and Tempe, Arizona. Its omnichannel experience, providing life insurance on the phone with a licensed agent or all online, enables customers to enjoy a simpler and easier process than with traditional face-to-face or online options. eFinancial offers a variety of life insurance carriers and plans including term life, permanent life, and final expense insurance. With exceptional customer support and resources, eFinancial provides products and step-by-step guidance to meet individual needs and budgets.Explore more
Efinancial Org Chart
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Activity Insights
Efinancial is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Efinancial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Efinancial.
Efinancial Tech Stack
A closer look at the technologies used by Efinancial
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Most Recent Scoops
Project
, according to a mid-level source in content & experience, is in the midst of initiatives related to email marketing. The organization is currently evaluating various vendors. Efinancial will be decreasing funding to support these efforts. These efforts are focused on migrating to HubSpot.
Migration, Digital Marketing, Spending/Investment, Financial Planning, Funding, Email, Messaging, Finance, Marketing Operations
Project
, according to a mid-level source in content & experience, is in the midst of initiatives related to business intelligence, customer intelligence, and data science. The organization is currently evaluating Microsoft Power BI Desktop. Efinancial will be decreasing funding to support these efforts. These efforts are focused on migrating from Tableau to Microsoft PowerBI.
Migration, Spending/Investment, Business Intelligence, Analytics & Insights, Data Science, Financial Planning, Funding, Desktop, Finance
Project
, according to a mid-level source in content & experience, is in the midst of initiatives related to budgeting and finance.
Business Finance, Finance, Financial Operations
Project
, according to a mid-level source in content & experience, is planning to leverage AI-driven lead generation and personalization over the next three to six months.
Artificial Intelligence, Lead Generation
Project
Spending/Investment, SEO / SEM, Financial Planning, Funding, Search, Finance
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eFinancial is a leading direct-to-consumer life insurance agency with offices in Bellevue, Washington, Chicago, Illinois, and Tempe, Arizona. Its omnichannel experience, providing life insurance on the phone with a licensed agent or all online, enables customers to enjoy a simpler and easier process than with traditional face-to-face or online opti... Read More
