Send Alerts and Notifications

Enable Transactions
1 Automate Policy Opening
Offer customers the ability to apply and secure a policy within a single session. Allow customers to provide their personal information, upload KYC (Know Your Customer) documents and obtain their new policy details and make their first payment, all without requiring any other intervention.
2 Cross-Sell Insurance Bundles
Allow customers to pick (or suggest) multiple insurance options during the customer acquisition process. Provide cost benefit analysis in real time to drive combo purchases.
3 Premium Payment
Provide a message with an actionable button like “Pay Premium” that will instantly lead the customer to a push feed timeline where payment can be completed. Drive on-time payments and reduce follow-up costs
4 Policy Statement Views
Send your customers a message with an URL that leads to a resource (web page or PDF) providing customers with their detailed policy statement.
5 Customer Satisfaction surveys
Obtain customer feedback across a variety of variables. Automate feedback either after every touchpoint or on a periodic basis by allowing customers to score key service variables.
6 Voice Bridge with number masking
Securely connect customer service agents with your existing customers for a variety of transactions without exposing customer data. This could include Premium reminders, new customer solicitation, follow-ups and customer servicing calls.