Digital sales

Upscale your Quote-to-Sales Ratio with Gen AI-Powered Conversational AI Solutions

Discover customized pricing to match your exact requirements, accelerate pre-sales information retrieval, provide round-the-clock customer support, and drive revenue growth through precise upselling and cross-selling strategies.

Empower agents

with customer interaction analytics, pinpointing drop-off points.

Gain deep insights

into customer behavior, interests, sentiments, and pain points.

Automatically update bot

affinity groups when the master bot receives new features, products, or AI knowledgebase enhancements.

Q&A

Interactive Q&A for insurance products

Conversational AI

sales journey on Chatbot or Voicebot

Robo-advisory

to answer all the possible questions a customer might ask—related to policies, medical tests, premium plans.

Industries

We Serve the Following

Life Insurance

Health Insurance

Personal Auto Insurance

Commercial Auto Insurance

Small Business Insurance

Workers Compensation Insurance

GenAI-Powered ROI's

Unlock ROIs that Shape your Success

150%

Increased digital sales

80%

Reduction in customer support cost

24/7

Enabled sales opportunity

60%

Increase in sales call efficiency

80%

Increase in customer experience

500%

Increase in insurance quotes

Experience Zone

Increase cross-selling & up-selling
Automate lead qualification
Make inbound & outbound calls
Automate claims FNOL
Automate renewal reminders
Automate marketing
Maximize digital sales
Automate risk assessment

Optimize Workflows

Our Solutions are Perfect for Both

Insurance Carriers

Increase cross-selling and up-selling opportunities
Automate risk assessment and policy issuance
Reduce friction in the buying journey to increase conversion
Make data-informed adjustments to increase digital sales
Extend digital sales across multiple channels (website, mobile apps, social media)

Insurance Agents

Automate lead generation & qualification with our chatbot for insurance agents
Generate insurance quotes quickly and accurately
Strengthen customer-agent relationships for long-term success
Automate policy renewals, changes, and client updates effortlessly
Focus on high-value leads and close more deals with our conversational AI for insurance agents

Streamline Operations

Simplify the Buying Process for your Customers with our Powerful Conversational AI Platform

1/9

Quickly Verify User Information

Identity verification streamlines lead qualification and enables seamless application resumption if users drop off mid-process.

2/9

Interactive Application Journey

Customers favor interactive application experiences over static web forms. Our hybrid platform allows prospects to switch between Voice and Chat, maintaining conversation context.

3/9

Intelligent Robo Advisor Assistance

Our Chatbots and Voicebot for insurance agents engage users during applications, answering inquiries about policies, medical tests, and premium plans.

4/9

Seamless Application Resumption

If users drop off, our platform prompts them to continue via SMS, Messenger, WhatsApp, or outbound calls, freezing their progress.

5/9

Efficient Policy Binding

Intelligent bots streamline the often complex and time-consuming process of policy binding and issuance, ensuring swift and error-free transactions.

6/9

Accelerated Payments

Users review their information, make corrections, and agree to terms & conditions, facilitating prompt payment through integrated gateways.

7/9

Automated Renewal & Payment Reminders

Personalized reminders via SMS, Messenger, WhatsApp, or outbound calls ensure timely payment and renewal of insurance policies.

8/9

Consistent Omni-Channel Experience

Users can switch channels without losing conversation context, enabling smooth transitions and application continuity.

9/9

Exceptional Customer Support

Deliver 24x7 customer support through Greatzed, equipped with extensive knowledge to address customer queries effectively.