Customer Engagement Tools for Insurance Companies
Boost Sales Productivity,
Augment Policyholders’ Experience
Maximise team performance with reliable, compliant, and fully integrated solutions into your existing system. Centralise, customise, and enhance multichannel communication.
Personalise Welcome Messages for Your Customers
Craft precise scenarios to seamlessly guide callers to the appropriate insurance agent, use voice announcements for crucial details, and enhance customer experience with CRM integration and pop-ups showing key caller information.
- Advanced IVR
- Smart routing
- CRM screen pop-up
Turn More Prospects Into Policyholders
Increase prospects reached with higher call rates. Save time by accessing key information stored in your CRM at a glance, enabling you to propose the best insurance policy and coverage to future policyholders.
- Call campaigns & Power Dialler
- CRM integration
- Call summary and call details
Easily Monitor Team Performance
Gain transparent insights into your broker’s team’s performance (# of prospects reached, conversion & retention rates...) and fine-tune your sales strategy. Consistently evaluate the activity of your agents, using our intuitive dashboard.
- Advanced statistics (calls, campaigns, video calls…)
- Real-time indicators
- Automatic topic detection
Coach Your Team With Ease
Train team members based on real case studies to enhance customer engagement and optimise policy servicing, or assist brokers in overcoming difficulties by identifying weak spots (knowledge gaps in insurance offers & coverage conditions, etc.).
- Call transcription and recording
- Double Listening
- Discreet intervention
Security and Compliance Adapted for Insurance
Adopt intuitive, reliable, and industry-compliant solutions to safeguard your policyholders’ data and privacy, ensuring the highest level of protection for both customer and business data against security and compliance breaches.
- European based data-centers
- Call recordings (up to 1 year history)
- Guaranteed service availability of 99.95%