Loyalty and Reward Digital Card to distribute to your customers by email or SMS channels, with barcode to register purchases and real time up to date information of their reward points.
In this growing catalog you can find use cases with specific solutions for the needs of your industry
It allows insurance companies bulk creation of dynamic and responsive personal sites for all their agents, including corporate branding elements and custom domains.
Marketing catalog for brokers and intermediaries to launch email marketing campaigns pre-approved by the insurance provider.
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.
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.
Automates the Insurance Cross Selling, promoting, underwriting, and e-closing new policies to a segment of your current portfolio.
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 promotion to a segment of the current customer base that has pre-qualified to offer them a credit card.
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.
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
Customer centric data model provides the basis for storing data to track the evolution of customers and improve customer experience in insurance.
Leads are automatically monitored to predict the opportunity window for cross selling insurance policies before their existing policy with another company expires
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.