Customer success story
6.6% conversion⮕
at the 4th month

Digital Sales as a Service for Individual Insurance

MANAGED DIGITAL INSURANCE SALES STRATEGY

Customer success story: 6.6% conversion at 4th month ↓

Digital Sales as a Service for Individual Insurance | Digital Sales as a Service for Individual Insurance | 0-Digital Sales as a Service for Individual Insurance

We digitalize insurance sales, getting rid of manual processes and optimizing operating costs

Traditional Operations

 | Digital Sales as a Service for Individual Insurance | traditional sales operations versus digital force sales operations

Human Workforce

Versus

 | Digital Sales as a Service for Individual Insurance | versus-vertical

Versus

Digital Operations as a Service

 | Digital Sales as a Service for Individual Insurance | traditional sales operations versus digital force sales operations 2

Digital Workforce

Find out how other companies are already profiting

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A unique methodology for the insurance sector:

 | Digital Sales as a Service for Individual Insurance | Product strategy for selling individual insurance policies

1.

Data quality strategy and A.I. segmentation

Using Artificial Intelligence, we generate a new list of contacts from the current customer base, lost customers, and prospects. For the best individual insurance sales strategy, our approach combines products and segments with the greatest conversion potential.

2.

Cross Channel Automated Tracking + Artificial Intelligence

We use automation in addition to Artificial Intelligence to guarantee a perfect delivery time of content designed for the nurturing and top of mind of the brand.

 | Digital Sales as a Service for Individual Insurance | content - strategy - individual insurance policies sales

CROSS CHANNEL : Email Marketing · Text Messages · Chatbot · Web · Push

 | Digital Sales as a Service for Individual Insurance | two way communication feedback for sales strategy

3.

Two-way, feedback and Heat Score

We use two-way communication channels combined with our “Heat Score” indicators to determine when the customer is ready to purchase. The insurance sales agents are involved in the process only when and if necessary.

Monitor Performance and Results Dashboard

 | Digital Sales as a Service for Individual Insurance | Result Dashboard for Individual Insurance Policies Sales

Learn about our methodology and cost per conversion model

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