Mini Demo for Insurance | Lauren
.png)
Mon Sep 8, 10:00am
Hi Lauren! It's Jessica from Trust Insurance. I wanted to thank you for choosing us for your auto coverage. We'll be following up soon to share how to get the most out of your policy benefits.
Wed Sep 10, 10:00am
Hi Lauren, did you know that you can access policy documents, ID cards and other important details through your online account? Reply YES for a link to get started.
Sure.
Create an online account.
.avif)
Wed Sep 10, 12:00pm
Hi Lauren, I want to be sure you're aware of the coverage associated with your policy. Is today a good day to call?
I can't talk until next Tuesday. Can you call in the afternoon?
Perfect, we'll call you Tuesday, September 16th at 1:30pm.
Tues, Sep 16 1:20pm
Hi Lauren. It's Beth from Trust Insurance, I'll be calling in 10 mins.
Help customers get the most out of their policy
Too often, newly insured customers aren't aware of available programs that could help them.
Click ‘Next’ to see the conversation.
Welcome members.
Reach out to Lauren to see if she's interested in creating an online account and immediate access to her insurance card.
Share important details.
Drive customers to your content with secure custom links.
Drive customers to your content with secure custom links
Permission-based content sharing.
Follow up.
Be politely persistent, but not pushy. Some customers need more contact to engage.
Get a response.
Capture customer intent and continue the conversation.
Determine the right time.
Simplify call scheduling.
Use reminders to reduce no-shows.
Get connected.
On the phone, Lauren learns more about the details of her insurance policy.