Customer Experience Platform for Insurance Agencies
Let your clients communicate with you whenever and however they want, and connect field staff with back-office for efficient collaboration on client files.
Insurance Agencies are going digital.
We want to help you become a responsive agency that is there for clients 24/7. You can provide a steady stream of new, individualized services with secure omnichannel customer communications and client insights on what products to offer your clients.
Let us help you grow your book of business.
Customers today expect instant and personalized experiences. So let them seamlessly connect with your agency whenever and however they wish - Live Chat, SMS, Email, or Phone.
Offer them Self-Service options. Not only will you increase customer satisfaction, but you will also reduce post-buying inquiries. You can instead spend that time on building relationships and cross-selling.
Make your team efficient
Your employees are the heart of your customer experience game. Reduce their stress levels. Centralize customer conversations, automate their workflows and make collaboration as efficient as possible. Empower them with data-driven client insights.
Efficiencies and cross-sell insights will allow your staff to spend more time selling, building relationships, and delivering experiences.
Peace of Mind
As an Agency owner, you can have comfort in knowing no conversations and client requests are falling through the cracks. When your clients are well taken care of, you can bet your Agency will see an increase in production.
When you exchange client information via SMS on your personal phones, your client data can be compromised if your device is lost or stolen.
Secure your client communications through a platform like SonarCX, get an audit trail on customer files, and you will reduce the risk of non-compliance and Errors & Omissions (E&O).