Advanced Webforms: Quoting, Customer Experience, Complex Request…
Advanced Webforms Configuration Our specialized service focuses on advanced webforms configuration, empowering your organization with powerful tools for customer engagement,…
The 5 Key Communication Strategies During Service Failures
Modern financial companies are increasingly operating like technology companies, integrating digital solutions into their daily operations. This fusion of finance…
The Customer Journey Map in Insurance: Identifying Pain Points and Opportunities
In the insurance industry, the customer journey has become a crucial element of business success. With the advancement of technology…
Bulk Generation of Microsites for the Insurance Salesforce
It allows insurance companies bulk creation of dynamic and responsive personal sites for all their agents, including corporate branding elements and custom domains.
Roadmap
Roadmap 2022: Testing Now: Improved Landing page app – Dynamic Landing Pages feature added: Inclusion of dynamic variables in the…
Digital Marketing Assistant for Insurance Intermediaries
Marketing catalog for brokers and intermediaries to launch email marketing campaigns pre-approved by the insurance provider.
Recovery of Lost Customers Automation
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.
Business Accounts Cross selling with Account Opening Automation
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.
Telegram Chatbot for Sales Force Requests
Pre-structured automated responses to handle internal customer service requests made by the salesforce.
Lead Capture Landing Page
Prospect data capture web form integrated into a landing web page that automatically sends an email or SMS after the prospect’s contact information is captured.
Telegram Chatbot for Broker Requests
Pre-structured automated responses to handle internal customer service requests made by insurance agents and intermediaries.
Telegram Chatbot for Customer Service
Customer service solution that automates responses to messages and document self-services integrating chatbot technology through Telegram.