Best Next Step

Automation Hero can augment an insurance broker’s selling behavior to improve conversion rates by providing them with next best steps.

Automation Hero can augment an insurance broker’s selling behavior to improve conversion rates by providing them with next best steps. These recommendations are based on the previous steps that have led to successful past sales. By monitoring an existing customer’s behavior, Automation Hero can offer effective suggestions for brokers or offer cross-selling recommendations.

Automation Hero lowers the acquisition costs of securing a new account and allows brokers more time to effectively assist their customers and acquire new ones. This also allows the team to learn from previous successes quickly, for faster onboarding and training.

Companies using Automation Hero to augment sales rep’s decision making see between a 5-10% uplift in revenue.