Customer Intelligence/ Rep Briefings

Automation Hero can provide a broker with valuable information and recommendations based on the needs of the customer.

One of biggest challenges for insurance agencies is that their brokers are struggling to gain customer trust. The best way to do this is by providing customers with personalized recommendations and insight.

Automation Hero can provide a broker with valuable information and recommendations based on the needs of the customer. Automation Hero can assess a potential customer’s financial situation and needs to find the best terms for them. By gaining trust through value, prospective customers are more likely to purchase a policy and existing customers are more likely to be retained.

Previous Use Case