Provide better service with less effort: the new form of providing CX in insurance
Simplify customer and policy management with an omnichannel platform driven by AI, designed to transform the policyholder’s experience and offer results from the very first day.
Good customer service today, a loyal customer tomorrow
Resolve issues in
the first contact
+96%
FCR
(First Call Resolution)
Ensure they stay
with you
+65%
retention
rate
Truly gain
their trust
+47%
NPS
(Net Promoter Score)
Offer exactly what your customers need, when they need it
Prioritize leads with real potential (and don’t waste time or money)
Marketing that works
Manage all your campaigns from a single place, analyze results, and use AI to optimize decisions. Reduce acquisition cost and increase return on your investment.
Convert more and faster
Combine online forms or chats with calls to connect each lead with the appropriate advisor. With click to call campaigns, increase your chances of closing the policy sale.
Instant quotes
Handle requests with AI agents via voice and text to resolve queries immediately, and free up your human teams to manage the more complex and valuable transactions.
Friction-free contracts
Direct every consultation to the appropriate advisor on the channel of the customer’s choice, including videocall, to generate greater trust. Reduce wait times in every process.
Just in time insurance
Activate cross-selling and up-selling actions depending on each customer’s profile and activity. Launch messages or proactive calls with full traceability between online and offline campaigns.
Teams that sell better
Provide your insurance agents and brokers with a unified interface with customer profile and history information, so that the conversation can be as personalized and effective as possible.
Full availability and simple management: the combination that boosts loyalty
Streamline claims and management
Automate claims notification and appointment management with AI agents. Send proactive alerts about procedures and make every contact count to improve the policyholder’s experience.
Omnichannel service
Provide service to your policyholders on the channel they choose: social media, telephone, web, email, or WhatsApp. Offer a personalized experience at every point of contact.
Effortless renewals
Facilitate policy renewals with self-service and automated messages. Prevent oversights, improve customer experience, and ensure a smooth transition without unnecessary calls.
Total availability
Resolve queries about policies, claims, or coverage with AI agents that operate 24/7, backed by knowledge bases adapted to each market and regulatory framework.
Understand your policyholders
Listen to what your customers really need. Analyze their conversations and improve every stage of the customer journey to offer a more empathetic, personalized experience.
Profitability in the insurance contact center starts with being flexible
More agility, same cost
Automate tasks with AI to reduce response times and free up teams. Scale up without inflating your contact center and respond agilely to peaks in demand.
Scale up in minutes
Adapt your operations in real time to cover peaks in demand or unforeseen circumstances. Add AI agents, adjust your human team, and strengthen the contact center with the security of the cloud.
Everything in a single view
Help your agents resolve queries faster with a unified view of the customer, regardless of the channel. AI copilots and smart templates streamline responses and improve service.
Optimize without overloading
Adjust your contact center depending on the demand from each channel. Manage resources in real time and make the most of slow periods to train your personnel without affecting operations.
Everything in order
Adapt every process to the pertinent regulations depending on the country, channel, and type of policy. Approve contracts in a transparent fashion and prevent rejections due to errors in conditions or documentation.
Learn from every call
Analyze conversations with GenAI to detect friction points in procedures or claims. Adjust processes instantly and make decisions that optimize your operations and the policyholder’s experience.
Keep your operations secure in a cloud environment
CSA Trusted Cloud Provider
Cloud Security Alliance certifies Inconcert as a trusted cloud provider.
Star Level One
Level 1 CSA certification in Security, Trust, Assurance, and Risk (STAR).
PCI Cloud Security Standards
Data security standards for the payment card industry.
ISO 27001
International information security, cybersecurity, and privacy protection standard.
CCSK
CSA Certificate of Cloud Security Knowledge.
GDPR
General Data Protection Regulation of the European Union.
