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.
Customer service solution for banks that allows direct communication with customers, automating responses to messages and integrating chatbot technology through WhatsApp application.
Creates the document dynamically with the customer’s data and adds a digitally signed certificate before sending it to the new client.
Automates the Insurance Cross Selling, promoting, underwriting, and e-closing new policies to a segment of your current portfolio.
Allows clients to self-manage their files, ensuring that all the documents needed to open the files are present and sends the necessary reminders.