2. Know Your Next Customer
• Imagine having the ability to know
exactly what your next customers
is looking for.
• With anonymous web tracking,
build profiles on potential clients
before they contact you. When
they do reach out, you know what
policies they are interested in.
3. Reach Customers Their Way
• Have the ability to reach customers
on their preferred method of
communication.
• You are confident your message
are being seen and the customer
gains a convenient, personalized
experience.
4. Minimize Late Payments
• Customers stay organized and
reminded of upcoming payments
on their insurance policy.
• Automate reminder messages to
customers to lower the amount of
late payments you receive.
5. Simplify the Signup Process
• With easy to complete forms,
simplify the signup process to your
firm.
• Customers can quickly receive a
policy quote or more information
on your firm.
6. Be Heard Over All Channels
• Through automation, your
messages are seen on Facebook
and Twitter at the same time your
customers are receiving
personalized messages.
• You save time through automation
and maintain a consistent social
media presence.
7. Maintain Loyalty with Automation
• Your customers continuously stay
informed about your firm and their
policies with automated messages.
• Customers feel engaged and
important and you grow their
loyalty through personalized
message flows.
8. Easily Direct Claimants Digitally
• Customers who need to file a claim
receive directions quickly through
automation.
• Claimants can text a simple
message and receive directions on
how to file an accurate claim.
9. Gain the Feedback You Want
• With organized surveys you receive
the information you want to know
from your customers.
• Customers know that their
feedback is being heard and is
improving their experience.