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CRM Solutions

Smart Insurtech Solutions

ai solutions for crm value chain

value-chain
pre-sales

Pre-sales Functions

When deployed as the first point of contact for prospective clients, GeniEbix’s AI-based virtual assistant solution provides a cost-effective way to initiate client relationships. Using natural language, prospects can interact with the assistant to inquire about product offerings 24/7. In turn, the assistant uses the information it gathers to identify the prospect’s needs, provide quotes and product information, schedule appointments, create drop tickets, and more. A live advisor gets involved only when necessary to answer more complex questions, or when a case is ready for processing.

sizing-procpects

Sizing up Prospects

Using GeniEbix predictive analytics and machine learning solutions, businesses can create highly efficient lead pipelines. This technology employs predictive models to analyze leads based on information provided by the prospects themselves, such as demographics, as well as historical information about the marketplace itself. The result is automated prioritization of leads that empowers sales managers to deploy their resources in pursuit of the most promising, high-margin prospects.

direct-consumer
  • I need help with a quote for Life Insurance
  • I am not sure on what my insurance needs are
  • Can you schedule a lab for Saturday?
  • Can I talk to an Agent?
Contact Leads
need-analysis Needs Analysis
get-quote Get Quote
creat-ticket Create Ticket
schedule-appt Schedule Appt.
Assign Agent
Renewals
agent-crm-support

CRM User Support

GeniEbix virtual assistant technology helps businesses lower support costs for their users by providing natural-language interaction for business applications. Users can perform tasks simply by telling the virtual assistant what they want to accomplish, and the virtual assistant carries out the required commands. By eliminating the need for users (particularly new users) to learn complex user interfaces and workflows, this solution helps make users productive more quickly, increasing efficiency and improving customer satisfaction.

agent-case-enquiry

Advisor Case Inquiry

For insurance carriers and distributors, supporting agents in the field who need critical information is a common and time-consuming process, often requiring call centers that can support high call volumes. GeniEbix virtual assistant technology can help dramatically reduce the resources necessary to support agents. A natural-language chat interface on the carrier or distributor web portal can provide agents with 24/7 access to information about products, submission processes, application status, commission payout status, and more. Live customer support personnel can step in when agents need additional help.

finincal-advisour
  • What is the status of my case
  • What is the status of my commission?
  • What documents are required for XYZ product?
  • Quote for Insured Age 40, Pilot, Non-smoker?
Training Agent
faq Answer FAQs
get-quote Enterprise Lookup
creat-ticket Interactive Help
case-status Get Case Status
Commission Status
crm-leads-predictions

Leads Prediction and Management

GeniEbix-based lead management solutions can automatically mine a firm’s existing customer data to identify cross-sell, upsell, and other opportunities. By applying artificial intelligence to analyze and collate customer demographics, finances, historical data, and other information, this technology helps sales managers unearth opportunities they may have missed otherwise using more conventional data mining techniques. And by applying predictive modeling to size up prospects, GeniEbix can score and prioritize the leads it generates to help sales managers decide which leads are the most promising and deploy resources accordingly. GeniEbix also adjusts its analytic capabilities to changes in client demographics and other data, which helps to ensure that the leads generated are always relevant.

for-casting

Forecasting

Moreover, GeniEbix doesn’t limit its focus to just one product. Instead, by employing a vast arsenal of analytical tools at its disposal, GeniEbix is able to forecast other product offerings that the client might be interested in. Machine learning ensures that the forecasts remain relevant over time by constantly adjusting prediction algorithms based on latest trends. By predicting and supplying clients with what they want, Insurance carriers will be able to expand revenue while simultaneously increasing customer satisfaction.

Data Analysis

Computational algorithm processes and weights data according to our predicitive model.

Results

Predicted revenue data is stored in SmartOffice and incoporated into future analyses.

Data Collectio

Data is provided by prospects & producers, enhanced with data from our industry analysis.

Prediction

Algorithm Produces the prospect’s likely revenue range based on the given data.