Automation to generate a digital service contract, based on a template, which inserts a digitally signed certificate in the issued document.
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.
Telegram Chatbot for Sales Force Requests
Pre-structured automated responses to handle internal customer service requests made by the salesforce.
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.
Automated Insurance Claim Follow up
Message sequence which keeps the insured informed of the progress of their claim as it progresses.
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.
SMS Gateway
Allows to send text messages to mobile terminals around the world without having to deal with expensive infrastructure or connections from multiple operators.
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.
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.
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