Quick Facts

About Convey

Convey delivers customized knowledge and marketing portals offered as stand-alone systems or connected into networks to distribute content, education and marketing assets from a centralized hub.  Portals are used as customer, member or partner relationship management systems, as fully managed all-in-one website and marketing systems for small businesses, and as a virtual trade show and event platform.

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Markets We Serve


Convey specializes in industries that deliver products and services through channel partners. Technology is our largest industry focused on telecommunications, the cloud, IT services, the Internet of Things (IoT) and online business services sold by over 23,000 sales partners through 45 master agents. We help property & casualty insurance master agency networks connect thousands of independent agencies to their carriers and vendors. Foodservice distributors update both their district sales representatives and operators through Convey foodservice portals.

Our Solutions


ConveyPortal is used as a comprehensive system to manage and deliver content and training, manage and engage members, organize and manage data and track and report on activity.  Portals can operate as stand-alone systems or connected into a network for centralized management and delivery of content and other assets.

ConveyPRM provides organizations that sell through indirect channels with a comprehensive system to manage, educate and engage sales partners.  The PRM manages partner data, tracks activity, delivers email outreaches, holds content and training and offers deal registration.

ConveyOne is an all-in-one portal that serves as a managed website constantly updated and refreshed with content from a centralized hub site.  ConveyOne includes email marketing campaign technology, a messaging library for newsletters and emails, an integrated CRM system to manage customer and prospect data and a report library.

ConveyLive empowers organizations to deliver engaging and interactive virtual trade shows and conferencing.  The ConveyLive portal manages attendee registration and enriches the experience with dashboards, personalized event calendars, discussion forums and points for prizes.  The portal has virtual booths for vendors and sponsors, speakers and session leader profiles and full session management.  ConveyLive comes online quickly, is fully customized, easy to manage and allows organizations to go virtual.

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Portal Networks


Portal Networks allow industry groups and associations with the ability to add and manage content, training and marketing assets in a centralized hub portal and distribute those assets to multiple portals connected to the network.  The Conductâ„¢ email campaign technology allows administrators of the hub portal to create drip email marketing campaigns to distribute to the connected portals and their membership.