Optimize insurance cross selling and upselling

Alert the relevant sales rep of cross-sell opportunities.


Companies are 60% to 70% more likely to sell to an existing customer than to a new one. Insurance companies spend nearly $500 on average to acquire a policyholder and often face an uphill battle while working to gain the trust of potential new customers. To cut customer acquisition costs (CAC), companies can identify insurance cross- and upsell opportunities for existing customers.

Automation Hero can help. Our platform can assess a policyholder’s information and compare that policy with others who have similar information. It then alerts the relevant sales rep of this cross-sell opportunity. This is much like the “customers who viewed this item also bought” feature in retail and ecommerce, only with insurance policies.

A leading European insurance company is tracking the behavior of its top sales reps/brokers in an effort to better identify insurance cross- and upsell opportunities across the organization.

Management has observed top sales reps/brokers quickly notice and react to customer event triggers that indicate a potential change in policy and revenue opportunity. For example, if someone has indicated a change in employment, there is an opportunity to offer an upgraded life insurance policy.

This company engaged Automation Hero to develop an AI model based on behavior patterns of these reps, which served as a template for the rest of the sales team. The organization also requested a seamless user experience from the sales rep/broker perspective in order to accelerate the adoption of this new process. Based on these models and its current user experience, Automation Hero has expanded Robin’s daily reminder list to include notifications of possible cross and up-sell opportunities.

Automation Hero is also offering a list of ranked priorities for cross and up-sell opportunities to the company’s call center of 30 people, who are charged with handling seven million customers that do not have a dedicated sales rep/broker.

In this product video, see how we combine RPA and AI to create a big data and AI-centric platform that eliminates repetitive and manual business processes and helps companies identify cross- and upsell opportunities for existing customers


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