E-Relationship

What E-Relationship does

E-Relationship, operating under the legal entity Identity Branding, Inc. and founded in 1999, is a privately held, bootstrapped software company headquartered in Greensboro, NC, with 11-50 employees. It sells an automated digital marketing platform targeted at financial advisors and insurance professionals — primarily life-insurance and wealth-management agents — and serves 'thousands' of subscribers across 'hundreds' of companies in the USA and Canada. The platform is anchored by its patented e-Storyboard technology (US Patent 7,249,066 B1), which automates the assembly and delivery of templated web/email marketing programs that drive prospects through automated drip campaigns, with claimed response rates of 5-10%. Subscribers build prospect databases inside the system (averaging 870+ entries per client, many exceeding 1,500), and the company also offers CRM integrations with Redtail, Salesforce, and SmartOffice, website hosting ($64.95-$116.95/month), website setup services ($299-$999+), and a Contact Builder mobile application.

The business model is a tiered SaaS subscription sold primarily to individual advisors and recruiting managers, with pricing from $34.95/month (Wealth Advisor Legacy) to $139.95/month (Recruiting Manager), plus a $150 one-time activation fee. An Enterprise Solutions tier extends the offering to financial-services carriers — including New York Life, Prudential, Mass Mutual, and Knights of Columbus — for white-label or large-scale rollout to their captive agent networks. Recent product extensions include the Wealth Advisor Edition, the Wealth Advisor Legacy low-price tier, a Power Recruiting Day module aimed at agent recruiting, and the Contact Builder mobile app. The company has remained bootstrapped with no disclosed funding rounds, acquisitions, or leadership transitions in the available data.

Name

E-Relationship

Legal name

Identity Branding, Inc.

Website

https://e-relationship.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

E-Relationship, founded in 1999 and based in Greensboro, NC, sells an automated digital marketing platform built around its patented e-Storyboard technology to financial advisors, insurance agents, and recruiting managers across the USA and Canada, with enterprise rollouts at carriers including New York Life, Prudential, Mass Mutual, and Knights of Columbus.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Software

NAICS

Software Publishers (513210), Portfolio Management and Investment Advice (523940)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Financial advisor marketing
• Insurance marketing automation
• Email marketing platform
• Compliance-approved content
• Lead generation software

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription SaaS - Agent/Advisor Tier: Monthly subscription for individual financial advisors and agents at $99.95/month with $150 one-time activation fee. Includes complete marketing system with up to 3,500 contacts, automated and manual email functionality, and unlimited sends.
2. Subscription SaaS - Recruiting Manager Tier: Monthly subscription at $139.95/month for managers with additional recruiting content, manager tools & analytics, and recruiting-specific storyboards and newsletters.
3. Subscription SaaS - Wealth Advisor Tier: Monthly subscription at $69.95/month (increases to $44.95 after 24 months) for wealth advisors. Includes weekly stock market commentary, condensed automated marketing system with limited content.
4. Website Development Services: Setup fees ranging from $299 to $999+ for advisor branding websites. Monthly/annual website hosting at $64.95-$116.95/month depending on plan type (individual vs enterprise) and billing frequency.
5. Data Export Service: $50 fee for data export file provided by programming team when companies need a copy of their data.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels11 records

Core offering

E-Relationship provides a SaaS digital marketing platform purpose-built for financial advisors, insurance agents, and banking professionals. The platform combines automated email marketing, social media publishing, advisor website development, and a compliance-approved content library of 16 content types (including the patented e-Storyboards) to help users generate leads, set appointments, retain clients, and cross-sell financial products. Subscription tiers are priced at $69.95–$139.95 per month for individual advisors and managers, with white-glove enterprise deployments for insurance carriers and banks.

Product overview

e-Relationship is a unified all-in-one digital marketing platform built specifically for financial advisors, insurance agents, and banking professionals. The core platform (e-Relationship) combines automated email marketing, social media sharing, website development, and a Dynamic Content Library of 16 content types including e-Storyboards, e-Checklists, e-Cards, e-Videos, e-Newsletters, Postcards, and e-Referral Modules. The platform is offered in multiple tiers: the standard Agent/Advisor Marketing tier at $99.95/month, the Agent Recruiting/Manager Marketing tier at $139.95/month with recruiting content and manager analytics, the Enterprise Solutions tier for agencies requiring white-glove turnkey setup with compliance approval modules, and the Wealth Advisor Edition at $69.95/month featuring condensed automation with weekly stock market commentary. Supporting services include Advisor Branding Sites for website development, Design Services for brand materials, Speaking/Training for industry education, and a Contact Builder mobile app with business card scanning. The system integrates natively with Redtail, Salesforce, Gmail, Yahoo, Outlook, Office 365, EBIX SmartOffice, LinkedIn, Facebook, and X (Twitter) for contact sync and social media sharing. Research claims Fortune 500 advisors using e-Relationship make 43% more commissions than non-subscribers, with average subscriber database exceeding 870 contacts and 8-10% response rates.

Differentiator

Problem solved

Functional benefit

Products and services

• Agent/Advisor Marketing Platform Core SaaS subscription product for individual financial advisors and insurance agents, providing automated email marketing, social media publishing, and a compliance-approved content library to generate leads, set appointments, retain clients, and cross-sell. Includes up to 3,500 contacts, unlimited sends, and automated annual marketing calendar.
• Agent Recruiting/Manager Marketing Platform Subscription product for agency managers and sales leaders providing recruiting-focused marketing content, manager analytics, P200 coaching, Market Evaluator reports, and Power Recruiting Day campaigns to recruit new agents and track advisor productivity.
• Enterprise Solutions White-glove, turnkey marketing platform for agencies and large financial services enterprises, providing automated compliance-approved content, agent onboarding, management reporting, SEC archiving, and built-in ROI tracking for accountability across agent networks.
• Advisor Branding Websites Website development and hosting service offering responsive, secure advisor websites with lead-generating content, compliance approval modules, FINRA BrokerCheck integration, SEO, analytics, and SSL hosting, integrated with the e-Relationship marketing platform.
• Wealth Advisor Edition Specialized marketing platform for wealth managers and financial advisors focused on affluent clients, featuring weekly stock market commentary (52/year), quarterly financial e-newsletters, and a condensed set of automated touchpoints including e-Storyboards, e-Checklists, and e-Cards.
• Design Services Professional design offerings including logo design, copywriting, business cards, banners, clothing design, infographics, book covers, flyers, and PowerPoint graphics to help advisors build their personal brand.
• Speaking and Training Services Training seminars, webinars, and keynote engagements led by founder Bob Krumroy and other experts covering prospecting culture, social capital, digital marketing, and recruiting for the insurance and financial services industry.
• Power Recruiting Day Intensive one-day recruiting email campaign program that delivers 100+ interviews in 8 hours through client and friend referrals, with coaching and follow-up webinar support for agency managers.
• Contact Builder Mobile App Mobile application available on iOS (App Store) and Android (Google Play) that enables advisors to scan business cards, manually add prospects, and send thank-you e-cards while away from the desk.

Quantifiable outcome

• 43% more commissions (GDC) for Fortune 500 financial advisors using e-Relationship vs non-subscribers
• +7 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature8 records

Partnerships

Ten partnerships are on record, tiered core.

• Redtail TechnologycoreTechnology or IntegrationCRM integration partner allowing e-Relationship users to send notes and leads to Redtail and track all email and social engagements in the advanced history dashboard. Direct integration with Redtail contact management.
• SalesforcecoreTechnology or IntegrationCRM integration enabling e-Relationship users to sync contacts and track engagement data within Salesforce platform for unified customer view.
• EBIX SmartOfficecoreTechnology or IntegrationIntegration partner for insurance agency management system, enabling seamless data sync between SmartOffice and e-Relationship marketing platform.
• Gmail/GooglecoreTechnology or IntegrationContact import integration via Gmail API, allowing users to easily add contacts from their Google account into e-Relationship address book with permission-based data access.
• Microsoft (Office 365, Outlook, MSN/Hotmail, AOL)coreTechnology or IntegrationContact import integration across Microsoft email platforms enabling easy address book population from Office 365, Outlook, MSN/Hotmail, and AOL accounts.
• Yahoo MailcoreTechnology or IntegrationContact import integration enabling Yahoo Mail users to easily import their contacts into e-Relationship for use in email marketing campaigns.
• FacebookcoreTechnology or IntegrationSocial media integration partner enabling users to share compliance-approved e-Storyboards and e-Videos via Facebook directly from the e-Relationship dashboard with real-time engagement tracking.
• LinkedIncoreTechnology or IntegrationSocial media integration partner enabling users to share compliance-approved content on LinkedIn to build professional relationships and generate leads through the platform.
• X (formerly Twitter)coreTechnology or IntegrationSocial media integration for sharing compliance-approved content on X platform, enabling advisors to maintain professional presence and engagement through automated posts.
• Identity Branding, Inc.coreOthersParent company and creator of e-Relationship. Founded by Bob Krumroy, CLU, ChFC, author of 11 marketing books and noted consultant/keynote speaker (GAMA, NAIFA, MDRT). Provides speaking, training, and design services.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/eRelationship
• LinkedInlinkedin.com/company/e-relationship

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about E-Relationship