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.
Pre-structured automated responses to handle internal customer service requests made by the salesforce.
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.
Pre-structured automated responses to handle internal customer service requests made by insurance agents and intermediaries.
Customer service solution that automates responses to messages and document self-services integrating chatbot technology through Telegram.