AI TOOLS FOR INSURANCE AGENTS & BROKERS

Launch the next best action for your insured

Execute intelligent and recurring actions to improve your churn and cross-selling rates. All-in-one software with AI segmentation, marketing automation, and sales enablement for the agent, which improve the value of your book of business.

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Portfolio analysis with AI

Automatic detection of policy churn risk and cross-selling recommendations for each of your customers. We recommend the next best action, showing the reasons behind each recommendation (AI explainability).

Product lines: Home, Auto, Health and Life

Campaign launcher

Launch optimal actions for churn prevention and cross-selling through Email, SMS, and/or WhatsApp. Execute monthly and recurring campaigns effortlessly for you and your team. Over 20 email templates and texts included.

Approve actions, measure, and improve your commissions

Agents optimization

Get your sales team and collaborators to act on different campaigns in a centralized manner.

Integrate with your CRM or use our integrated campaign manager with individual access, reminders, collected of due dates, and call logs.

How it works

Smart Segmentation

AI algorithms determine the next best action for each policyholder in your portfolio.

Churn & cross-selling actions

Focus on those customers at risk of churn and of high value, and recommend appropriate products

Launch digital actions

Send personalized emails & text messages to your customers, coordinated with the sales network

Measure & improve

Metrics for digital campaigns, traceability of agent actions, and results by collaborator.

Results speak for themselves

34%

Improved churn rate

+115%

Improved cross-selling

Agencies

All-in-one solution to increase customer lifetime value by automating cross-selling processes and preventing customer churn.

Carriers

Activate your sales network with tools and reminders so that collaborators can make effective contact with customers

Book and exploratory call

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