Build Relationships and Connect Policy Buyers with Salesforce SMS for insurance companies
You are in good Company
Get closer to customers where they’ll open to you
Texting will bring you closer to their device than other competitors
as you get through to them on their channels of preference
Spend more time closing interested insurance buyers
Get turned away a lot less, avoid window shoppers, and have more meaningful conversations with Templated messages and Automation
Manage relationships and agent territory easily
Use automatic lead assignment and consistent originator numbers
for messages, no matter who sends the campaign
Reduce face-to-face interactions by enabling
Self Service and choice of insurance product, add-ons,
Self Service and choice of insurance product, add-ons,
Check Qualification and Eligibility for Insurance,
Establish an easy claim initiation and settlement process by accelerating responses, grievance redressal, and claims to compete with other providers
Establish an easy claim initiation and settlement process by accelerating responses, grievance redressal, and claims to compete with other providers
Announce Policy Updates reliably with SMS
Send branded URLs for payments, Document Submissions
Send branded URLs for payments, Document Submissions
Cross-sell other insurance products like life, health, dental, disability, and retirement cover to existing customers
Payments can slip a customer’s mind, don’t let this grow into an issue
Send reminders for Premiums,
Policy Lapses and Expiry
Also, send notification alerts for claims when they get credited
Policy Lapses and Expiry
Also, send notification alerts for claims when they get credited
Book and reschedule appointments easily
Connect customers to policy answers faster
Connect customers to policy answers faster
Share policy documents easily and send confirmations,
Respond immediately when customers are interested to close the deal and Enable voice-message for out-of-office hours
Respond immediately when customers are interested to close the deal and Enable voice-message for out-of-office hours
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