Digital Marketing Assistant for Insurance Intermediaries

Objectives

• Provide support for sales and marketing efforts to intermediaries.
• Use a low-cost service channel to serve internal customers and intermediaries using a chatbot.
• Offer services to brokers in a structured and straightforward way.
• Offer an easy way to upload contact lists.
• Take full advantage of a highly distributed digital channel.
• Improve the relationship with intermediaries by offering high availability and democratization of marketing resources.
• Relate the corporate brand with innovation and avant-garde.

Solution

Creation of a service channel to launch email marketing campaigns at the request of brokers through a chatbot application.

Customization

• Corporate image in the chatbot channel.
• Menus, automatic response texts and options available to the user are 100% configurable according to the processes of your organization.
• Custom templates and email marketing campaigns organized according to the stages predefined by the insurance provider.

Implementation time

• 6 to 8 weeks

Prerequisites

• DANAconnect Advanced account

Cross Channel Strategy

• Telegram, Instagram, Messenger or WhatsApp for the chatbot interface
• Webforms for information input and document upload
• SMS as an alternative channel for document delivery
• Email as an alternative follow-up channel in communications and for the delivery of documents