Insurer has strong presence, with on-brand, rich media content across touchpoints

Prospect collects product research, including Insurer’s differentiated collateral

Insurer converts interest into an engaging learning experience

Agent personalises brand-approved templates on the fly

Agent engages Prospect through an interactive sales experience, communicating value proposition in person or remotely

Agent relies on machine learning insights & expert advice to intelligently follow up with Prospect

Prospect chooses Insurer & signs contract electronically

Contracts transmitted to stakeholders for instant screening & final approval

Insurer gives Prospect access to all contracts and policies via app, accessible anywhere

Customer Service guides up-sell/cross-sell opportunities by leveraging customer intelligence

Customer can conduct billing & transactions from one place (renewals, claims, MTAs)

App stays update to date with al customer data & sends real-time notifications