How insurance agencies can use automation to turn prospects into customers

For all the changes that the banking and financial services industry has seen in the past two decades, the basics have remained constant. The most effective strategy to acquire new customers isn’t investing in fancy new tools or adopting the next big digital channel. It’s delivering good customer service.

While online buying has certainly made access to financial services more convenient, people still want the reassurance of authentic human interaction while applying for financial services. This is why, over the last decade (and particularly in the last year) banks the world over have invested time, effort, and money in setting up proactive customer service operations that don’t just step in when something goes wrong, but also engage customers while they are making a buying decision.

Of course, implementing this strategy is easier said than done. In the era of digital marketing where traffic is easy to come by, delivering instant customer service 24×7 to every single prospect that comes your way requires an immense amount of manpower and resources that even the largest banks struggle to deal with. Put simply, it is near impossible to hire enough agents to respond to and follow-up with customers as quickly as is expected.

To overcome this hurdle, many are turning to the power of automation, and that is where this webinar comes into the picture. In this webinar, we’ll show you how you can harness the power of automation to deliver a fast, proactive buyer journey that delights customers and more importantly boosts conversion rates.