Make offline sales more efficient.
Provide your advisors with real-time data from the customer’s current insurance plans so they can compare and make a better offer to the customer. By having a shared view of the customer’s data, the representative can focus on using the conversation to build trust rather than fill out forms or take notes of complex insurance plan details.
- Give customers a transparent overview of their insurance plan during the call through the power of open insurance.
- Increase sales conversion rates with a powerful tool for insurance products.
Easy to get started. No technical integration required.
Our module is integrated within your environment as an iframe - ready to use within hours. All data is collected, populated, and categorized through the cloud directly from the insurance companies and displayed in the tool within seconds.
- Get insurance coverage and price detail.
- Assisted cancellation through a Power of Attorney so representatives can close deals during the call.