Customer Experience

Enhanced customer experience, cost reduction, fraud prevention, improved accuracy and scalability make it a compelling choice for the industry. 

Quoting has historically been tedious and time-consuming, but a new approach can greatly simplify the process. What is it? Texting. 

Today's insurance CRM solutions capture customer data, likes, dislikes, preferences and more so insurers can finally realize their personalization goals.

Insurers that decide they can handle claims with young, inexpensive, inexperienced and untrained claims handlers should be accosted by angry stockholders.

Due to advances in AI, properly built algorithms using approved data sources can produce accurate life insurance quotes in only five minutes.

By adopting automation and sustainability, insurance carriers can enhance the customer experience while driving down operating costs. 

With rates soaring and insurers pulling out of California, agents must double down on outreach, empathetic communication and client education.

Four simple questions will help agents communicate better with clients, helping the agents lean into a role as advisers on risk.