Mini Demo for Insurance | Jackson

Mon Sep 8, 10:00am

Hi Jackson it's Jessica from Trust Insurance. It looks like you missed your last payment of $115.23 for the account ending in 3767. Would you like to make a payment online? Reply YES to get a link to our payment portal.

Mon Sep 8, 2:00pm

Can you call me, I'm not sure how to do this

Mon Sep 8, 2:05pm

Looks like we missed you. When is a better time?

my break was over and I had to go back to work. can you call at 5:15pm?

Of course. We'll call you at 5:15pm!

Mon Sep 8, 5:10pm

Just a reminder, I'll be calling in 5 minutes.

Mon Sep 8, 5:15pm

Timely Payment Conversations

Missing a payment can be unintentional and stressful for customers. Let's keep things simple for Jackson. Start by seeing if he'd like to pay online.

Click ‘Next’ to see the conversation.

Start with a question.

Proactively reach out to customers to share important payment information.

Follow up.

Create opportunities for engagement with polite yet persistent follow-ups.

Get a response.

Permission-based content sharing.

Drive customers to your payment portal with secure custom links.

Adapt to requests for support.

Missed call? No problem.

Drop a perfectly transcribed Visual Voicemail to get connected at a better time.

Follow up.

Adapt and persist with conversational AI.

Plans change

Make rescheduling calls quick and easy.

Determine the right time.

Get connected.

On the phone, Jackson gets help with paying his bill.