What's the problem?
We hate pressured, untimely or unwanted sales calls. Especially when someone is trying to sell us life insurance.
So how do we fix it?
We transform the way in which any adviser providing life insurance interacts with their clients.
We do this by automating many time-consuming processes including:
Marketing to new customers
New policy servicing
Processing new enquiries
Cross-selling to existing client banks
Keeping existing customers on the books
We leave advisers to focus on what they do best; offering advice.
Is this a CRM?
No. We're not. We are completely unique. In fact, what we have built doesn't exist anywhere in the world. It's insanely complex at the back end, but beautiful for advisers and their customers to use.
So how does it work?
1. Automated marketing tools
Personalised and product-specific marketing campaigns
Scheduled messaging at specific times in the customer life-cycle
Targeting highest intent customers without the pressure
2. Interactive adviser chatbots
Replaces lengthy or untimely telephone calls
Automatically identifies needs and offers relevant options
Prepares customers for advice 24/7
3. Intelligent adviser signposting
Provides automated notification of all customer requests
Allows fast and easy access to all relevant fact find information
Enables all advisers to offer best advice as quickly as possible
