Marketing catalog for brokers and intermediaries to launch email marketing campaigns pre-approved by the insurance provider.
In this growing catalog you can find use cases with specific solutions for the needs of your industry
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.
Interface that allows applications to connect using SMTP to send in bulk highly traceable emails.
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.
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.
The Credit Card Fraud Alert and Prevention Automation notifies cardholders if their cards are used in suspicious transactions in real-time.
Alerts the client if payment has not been received at the scheduled time and provides a link to pay immediately.
Notifies the client in real time when their contact information or passwords are changed and gives a tool to confirm it.
Message sequence which keeps the insured informed of the progress of their claim as it progresses.
A sequence of messages sent to leads who have failed to complete an online quote, including links to return to where they abandoned and tools for dossier self-management.
Leads who have partially completed an online quote session will automatically receive an SMS offering a link to return.
A series of messages with the status of the delivery, a feedback tool and a direct link to activate the credit card and promote its use.
A promotion to a segment of the current customer base that has pre-qualified to offer them a credit card.
Automation to generate a digital service contract, based on a template, which inserts a digitally signed certificate in the issued document.
Sequence of messages that are triggered once the policy expiration day has passed and the customer has not yet renewed the contract.
Automated sequence of messages triggered once the contract expiration date has passed and the customer has not renewed the contract yet.
Monthly communication via email notify the broker their current client portfolio status with dynamically generated data.
Allows to send text messages to mobile terminals around the world without having to deal with expensive infrastructure or connections from multiple operators.
Automated solution for the massive distribution of invoices dynamically attached as a PDF file or a zip file to an email.
Solution dynamically creates a link in the email for downloading a PDF file or a set of compressed files containing the invoice.
Automatically sends a survey 6 months before the renewal date that allows the customer to answer their opinion about the service.
Gauges customer loyalty by sending a survey to customers asking the single question to respond with a click
Automatically sends a survey after a claim process that allows the customer to submit their feedback with a single click.
Automation that asks customers how easy was the onboarding process using the Customer Effort Score methodology and trigger a followup according the response.
Automatically sends a message by email or text message to respond with a single click the customer satisfaction by product.
The checklist for client digital onboarding is an automation that gives the tools to the customer for completing tasks and uploading personal docs.
Customer contact data update automation provides alternative channels to collect contact information if message delivery fails.
Automated solution that allows users to log in to a session or transaction through the verification of code sent through a different different.
Customer centric data model provides the basis for storing data to track the evolution of customers and improve customer experience in insurance.
Customer centric data model provides the basis for storing data to track the evolution of customers and improve customer experience in banks.
Leads are automatically monitored to predict the opportunity window for cross selling insurance policies before their existing policy with another company expires
Customer service solution for banks that automates responses to messages and allows document self-service integrating WhatsApp application.
Automated cross selling for investment accounts with educational content to a segment of your clients and creates a score based on the customer’s interaction.
Used with the mobile e-wallet applications so that brokers and promoters can view the complete and up to date information of their client portfolio
WhatsApp Chatbot for Insurance is a customer service solution that automates responses, guarantees speed and efficiency at low cost
Digital insurance card to distribute to your customers by email or SMS channels with always up to date information of services and resources