Leads who have partially completed an online quote session will automatically receive an SMS offering a link to return.
Allows to send text messages to mobile terminals around the world without having to deal with expensive infrastructure or connections from multiple operators.
Automation to generate a digital service contract, based on a template, which inserts a digitally signed certificate in the issued document.
Loyalty and Reward Digital Card to distribute to your customers by email or SMS channels, with barcode to register purchases and real time up to date information of their reward points.
It allows insurance companies bulk creation of dynamic and responsive personal sites for all their agents, including corporate branding elements and custom domains.
Marketing catalog for brokers and intermediaries to launch email marketing campaigns pre-approved by the insurance provider.
Sequence of messages sent to the customer once they unsubscribe, aimed at understanding why the customer opted out, fine-tuning their profile, and offering optimized personalized options.
Promotion of self-service options for opening Business Accounts, sending periodic emails and/or SMS to the client and agent regarding missing files, and providing links to the forms for uploading the missing files.
Automation that sends a collection sequence starting with the electronic invoice and track the payment with reminders.
Automation that sends an alert in real time when any transaction or withdrawal is made from an ATM and also attaches the electronic terminal receipt.
Automates sending the account statements and boost payments by tracking whether the customer has made payments or not and sending reminders.
Pre-structured automated responses to handle internal customer service requests made by the salesforce.