Insurance edition

Enable your customers to buy insurance policies with intelligent digital journeys.

Capture inquiries from all channels and auto route to the right agents with smart routing logic.

Minimize drop offs with intelligent win back processes.

On demand, video enabled eKYC to cut down issuance time and eliminate fraud.

Automated end to end workflows from welcome letter to policy documents.

Reduce post issuance grievances with unique pre-issuance and post-issuance calling processes.

Personalized renewal offers with AI/ML-driven CRM for Insurance.

Targeted renewal campaigns with auto creation of calling workflows with assigned dates with real- time notification and alerts.

Predictive/progressive/preview dialling methods for reaching customers in various buckets and enable disposition-based data recycling.

Analyze existing customer intelligence in real time to provide contextual, personalized offers.

Automated decisioning processes for instant approvals with intelligent insurance CRM.

Enable teams with guided upsell/cross sell call scripts.

Comprehensive policy summary with a 360 degree view.

Automated end-to-end processes for policy amendments with a policy action centre, funds changes, reinstatement, policy transactions, surrender, and retention.

Generate and send letters straight out of the platform.

Facilitate faster and simpler processes including initiation, workflow, policy riders, auto-approval matrix, intimation, and dispatch tracking using AI-powered insurance CRM.

Enable customers to initiate and track claims across channel of their choice.

Start claim investigation journeys and fast track claim processes.

Increase first time resolution rates with STPs, smart chatbots, automated call scripts, realtime help, and exhaustive solution bank.

Faster resolution of routine and complex service issues on Open Communication Platform (OCP).

Predictive analytics like sentiment analysis, happiness score, customer satisfaction surveys across channels and touchpoints.

Integrate insurance CRM with partner APIs to take advantage of partner networks.

Leverage big data to personalize offerings and enable customer segmentation.

Deliver mini insurance packages at partner touchpoints like mobile centers, amazon, car service centers and more.

Welcome partners & process huge volumes of interactions with a scalable partner portal.

Cut down onboarding time from months to just days.

Enable partners and distributors to connect better with their customers.

Get a complete, 360-degree view of intermediaries and agents.

Segment partners into various value bands based on revenue potential and profitability.

Integrate partner data from multiple sources with strict security and privacy controls.

Comprehensive service request view, interaction history and other details.

Deliver high First Time Resolution (FTRs) with dynamic knowledge screen.

Manage licences and take partner surveys and feedback regularly with insurance CRM.

Set up advanced analytics based incentives with role specific models, split and omnichannel incentives etc.

Get granular insights on a partner performance and recommendations for next best actions.

Gamify partner sales processes, boost conversions with higher performance and increase persistency ratio.