Remind them in advance about the need
Posted: Sun Jan 19, 2025 6:53 am
In case of refusal, it recorded the client's response in the CRM in order to use this information when adjusting the marketing strategy. After implementing the voice robot, our customer managed to increase the number of calls to the company without increasing the costs of the call center.One of our clients is a large insurance company with hundreds of thousands of clients. Competition in the industry is high, and it is extremely important not only to work on attracting new clients, but also to regularly renew contracts with current ones. We tell you which marketing and business process automation tools can help with this. Client Features About six months ago, a large insurance company with a wide range of services approached us: from life insurance, health, property to CASCO and OSAGO.
The company is developing steadily and hong kong whatsapp number data 5 million already has a large customer base. However, the standard term of the contract is 1 year. After that, it must be extended. Clients do not always agree to this: some forget, some reconsider their priorities, and some go to competitors. It is very important for the company to cooperate with clients as long as possible. to renew the contract, tell them about the opportunities and advantages of insurance in this particular company and keep them in it. If you do not take care of this, the number of clients will fall, and attracting new ones is a much more expensive and labor-intensive process. Finding a solution We proposed to implement a Voice Robot to work with clients.
The robot is integrated with the CRM system, which stores all customer data, including the terms of the contract and its duration. Shortly before the contract expires, the robot calls the client with a reminder about renewal. The dialogue follows a standard script written by the company's specialists. It includes a reminder about the extension, promotions for regular customers, answers to the most popular questions and an offer to extend the contract. During the dialogue, the robot answers the client’s questions, adapting to the key words spoken. Example of dialogue: Robot: Hello, Ivan Ivanovich. I am the manager of the company "Your Insurance", where you purchased your MTPL insurance. Unfortunately, in two weeks our annual contract expires and it needs to be extended.
The company is developing steadily and hong kong whatsapp number data 5 million already has a large customer base. However, the standard term of the contract is 1 year. After that, it must be extended. Clients do not always agree to this: some forget, some reconsider their priorities, and some go to competitors. It is very important for the company to cooperate with clients as long as possible. to renew the contract, tell them about the opportunities and advantages of insurance in this particular company and keep them in it. If you do not take care of this, the number of clients will fall, and attracting new ones is a much more expensive and labor-intensive process. Finding a solution We proposed to implement a Voice Robot to work with clients.
The robot is integrated with the CRM system, which stores all customer data, including the terms of the contract and its duration. Shortly before the contract expires, the robot calls the client with a reminder about renewal. The dialogue follows a standard script written by the company's specialists. It includes a reminder about the extension, promotions for regular customers, answers to the most popular questions and an offer to extend the contract. During the dialogue, the robot answers the client’s questions, adapting to the key words spoken. Example of dialogue: Robot: Hello, Ivan Ivanovich. I am the manager of the company "Your Insurance", where you purchased your MTPL insurance. Unfortunately, in two weeks our annual contract expires and it needs to be extended.