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.
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.
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.
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.
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.
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 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