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Customer Experience Platform for Insurance Agencies

Allow your clients to connect with you whenever and however they want, bring teams together, and empower them with customer insights to deliver experiences that delight your clients and grow your agency.

The Insurance Industry Is Going Digital

Insurance agencies offer omnichannel customer communications and online portals, analyze customer data, and offer individualized services to stay competitive. 

If you are not, we can help. We want to help you become a responsive agency that is there for clients 24/7 and offers a steady stream of new, individualized services.

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Awesome Place To Empowering Clients

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Awesome Place To Empowering Clients

Your customers want instant and personalized experiences. So let them seamlessly connect with you whenever and however they wish - Live Chat, SMS, Email, or Phone.

Not only do your customers prefer Self-Service, but by offering these services, you will reduce post-buying inquiries and instead spend that time on building relationships and cross-selling. 

Efficient Teams

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.

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Piece 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.

Compliance

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, and get an audit trail on customer files to reduce the risk of non-compliance and Errors & Omissions (E&O).

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How Do We Make Your Life Easier? 

Increase Agency Production

Helps Save Time & Money

Makes Information Accessible

Keeps Everyone in The Loop 

Reduce Risk of non-Compliance and E&O 

Grow Your Agency With The Right Platform