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.
Pre-structured automated responses to handle internal customer service requests made by the salesforce.
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.
Message sequence which keeps the insured informed of the progress of their claim as it progresses.
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.
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.
Allows to send text messages to mobile terminals around the world without having to deal with expensive infrastructure or connections from multiple operators.
Automatically sends a survey after a claim process that allows the customer to submit their feedback with a single click.
The checklist for client digital onboarding is an automation that gives the tools to the customer for completing tasks and uploading personal docs.
Customer service solution for banks that automates responses to messages and allows document self-service integrating WhatsApp application.
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