Customer Care for insurance distribution
🇬🇧 EN
%201.png)
.png)
%203.png)
.png)
%201%20(1).png){kind=logo}
Our algorithm, powered by artificial intelligence, automatically detects the risk of policy lapses and the best cross-selling opportunities for each client.
You will receive the Next Best Action for each client, for every agent and office, automatically.
If you're a broker, you'll know that portfolio review is a time-consuming process for your sales team.
Therefore, automatic re-rating will allow you to free up your team's time so they can focus on what's most important: advising the client and selling.
Provide each member of your sales team with an individual CRM containing actionable tasks and reasons to act.
Use our CRM with individual access, reminders, registered deadlines, and call tracking. Or integrate the actions into your own CRM.
Execute the campaigns recommended by our algorithm automatically and effortlessly.
Communicate with your clients via email, SMS, and WhatsApp, launching the best actions for churn prevention and cross-selling.
