Sales

• Consolidate leads from multiple sources, automate data validation, and develop a tailored lead management approach to improve conversion.
• Opportunity management: Guide deals through clearly defined processes that identify and apply the best approach for each prospective customer.
• Track internal and external referrals and create effective referral programs that bring new customers from your existing base.
• Build customer engagement and long-term relationships with personalized value propositions informed by predictive scoring, AI and machine learning recommendations, and past interactions.
• Help insurance agents manage daily tasks, customer inquiries, and communications through one digital platform that reduces distractions and improves productivity.

Marketing

• Segmentation: Dynamically segment customers using different criteria and deliver personalized offers through the right channel at the right time.
• Campaign management: Generate leads effectively and raise brand awareness by designing, running, and optimizing large-scale multichannel campaigns across markets and regions.
• Loyalty and rewards programs: Improve retention with a thoughtful automated loyalty rewards program. Consolidate and manage multiple loyalty programs in one system and measure KPIs for sustained growth.
• Event management: Streamline planning for corporate and customer events, and turn promising leads into opportunities with carefully designed campaigns around industry events and trade shows.

Onboarding

• Know your customer: Get a complete 360-degree view of customers, including their interaction history with your insurance company, current coverage, loyalty programs, and AI-powered predictions for upcoming offers and plan enhancements.
• Engagement analytics: Personalize every customer interaction with in-depth analysis of profiles and needs, predictive scoring, recommendations based on similar cases, and other AI-powered insights.
• Multichannel support: Automate customer onboarding and ongoing support, update insurance plans easily, streamline verification, speed up approvals, and digitize documents to eliminate errors and improve customer satisfaction.
• Next best action: Improve customer satisfaction and lifetime value with AI-powered recommendations that help salespeople choose the right action for each customer.

Underwriting and verification

• Underwriting: Get a complete view of insurance application data to improve underwriting efficiency and give underwriters detailed insights for approving, deferring, declining, or adjusting final terms.
• Approval and review: Validate insurance and loan application information with adaptable checklists and automated review and approval workflows. Prioritize review queues and accelerate final approval by reducing manual entry, setting reminders, and organizing collateral documents.
• Document workflow management: Implement structured, intuitive document management with centralized access to customer documents, version tracking, duplicate removal, document synchronization across workflows, and flexible access controls.

Insurance claims processing

• Integrated claims lifecycle management: Automate the lifecycle of different claim types and introduce efficient digital workflows for claims review, investigation, and settlement.
• Claims investigation: Bring customer information from multiple sources, including social media, call scripts, and third-party investigators, together in one place to simplify investigations, prevent fraud, and maximize transparency.
• Claims adjustment and assessment: Digitize claims handling processes and rules to deliver a personalized, transparent customer experience based on company best practices. Make agents' work easier with a fully featured mobile app.
• Customer consultation and support: Give customers full transparency and confidence with all the information they need to make informed decisions about claim adjustments or changes to insurance products and plans.

Policy management

• Insurance policy automation: Manage and automate the insurance policy lifecycle, bring new insurance products to market faster, and use accumulated customer data to improve service.
• Risk management: Manage risk effectively by bringing risk data into one system, automating risk workflows, and using advanced AI models for predictive scoring and intelligent next-step recommendations.
• Regulatory compliance management: Ensure data consistency and regulatory compliance.
• Policy data consolidation, integration, and synchronization: Gain complete visibility and efficiency by bringing policy management apps and data repositories together in a single environment.

Employee experience

• Employee lifecycle management: Implement comprehensive HR processes for transparent, efficient management of recruitment, onboarding, development, retention, and offboarding.
• Employee request management: Improve employee satisfaction with an intuitive platform that automates time off requests, business travel, expense reimbursements, and more.
• Collaboration and knowledge sharing: Unify communications and simplify collaboration, idea and document sharing, task and meeting planning, and coordination of reviews and approvals.

Frequently asked questions