It allows insurance companies bulk creation of dynamic and responsive personal sites for all their agents, including corporate branding elements and custom domains.
In this growing catalog you can find use cases with specific solutions for the needs of your industry
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.
Cloud SMTP with reports
Interface that allows applications to connect using SMTP to send in bulk highly traceable emails.
Electronic Invoice with Automated Collections Follow up
Automation that sends a collection sequence starting with the electronic invoice and track the payment with reminders.
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.
Facebook Messenger Chatbot for Customer Service
Customer service solution for banks that allows direct communication with customers, automating responses to messages and integrating chatbot technology through WhatsApp application.
Digital Policy Document Generation
Creates the document dynamically with the customer’s data and adds a digitally signed certificate before sending it to the new client.
Insurance Cross Selling with Underwriting Automation
Automates the Insurance Cross Selling, promoting, underwriting, and e-closing new policies to a segment of your current portfolio.
Self-managed Customer Dossier Creation
Allows clients to self-manage their files, ensuring that all the documents needed to open the files are present and sends the necessary reminders.
Payment Due Alert with Automated Boost – Account Receivable Automation
Alerts the client if payment has not been received at the scheduled time and provides a link to pay immediately.
Customer Profile Change Alert
Notifies the client in real time when their contact information or passwords are changed and gives a tool to confirm it.
Automated Insurance Claim Follow up
Message sequence which keeps the insured informed of the progress of their claim as it progresses.
Quote Abandonment Recovery with Policy Approval Automation
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.
Online Quote Abandonment Recovery via SMS
Leads who have partially completed an online quote session will automatically receive an SMS offering a link to return.
Digitally Issued Service Contract
Automation to generate a digital service contract, based on a template, which inserts a digitally signed certificate in the issued document.
Automated Recovery of Customers in Grace Period
Sequence of messages that are triggered once the policy expiration day has passed and the customer has not yet renewed the contract.
Lost Customer Recovery Automation
Automated sequence of messages triggered once the contract expiration date has passed and the customer has not renewed the contract yet.
Portfolio Renewals Summary for Brokers
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.
Sending Digital Invoice as Attachment
Automated solution for the massive distribution of invoices dynamically attached as a PDF file or a zip file to an email.
Electronic Invoicing – URL in the message
Solution dynamically creates a link in the email for downloading a PDF file or a set of compressed files containing the invoice.
Customer Satisfaction Measurement Before Renewal
Automatically sends a survey 6 months before the renewal date that allows the customer to answer their opinion about the service.
Annual NPS Measurement – Net Promoter Score
Gauges customer loyalty by sending a survey to customers asking the single question to respond with a click
Customer Satisfaction Survey After a Claim – Claim CSAT
Automatically sends a survey after a claim process that allows the customer to submit their feedback with a single click.
New Customer Effort Survey – Onboarding CES
Automation that asks customers how easy was the onboarding process using the Customer Effort Score methodology and trigger a followup according the response.
Customer satisfaction by product – CSAT Product
Automatically sends a message by email or text message to respond with a single click the customer satisfaction by product.
Checklist for digital customer onboarding
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
Customer contact data update automation provides alternative channels to collect contact information if message delivery fails.
Cross Channel One Time Password OTP
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 for Insurance
Customer centric data model provides the basis for storing data to track the evolution of customers and improve customer experience in insurance.
Discovering the momentum for cross selling insurance policy
Leads are automatically monitored to predict the opportunity window for cross selling insurance policies before their existing policy with another company expires
eWallet Insurance Broker Card
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 Business Chatbot for Insurance
WhatsApp Business Chatbot for Insurance is a customer service solution that automates responses, guarantees speed and efficiency at low cost
Digital Insurance card eWallet
Digital insurance card to distribute to your customers by email or SMS channels with always up to date information of services and resources