With automated appointment allocation at qualified dates and more turnover
When your clients take the time to adapt their insurance cover to their new life situation, consolidate contracts or look for more advantageous rates, your agency is usually closed. However, if they want advice, appointments are usually made online via smartphone and in real time – Simple and convenient, preferably via chat. Insurers who make this possible will create a very good customer experience for their prospects, increasing the conversion rate.
With this digital appointment allocation, it doesn't have to be about date and time. The process can fully qualify the customer with the appointment request. Preconfigured processes request the required information so that the first meeting is already optimally prepared. These processes can handle complex routine tasks in a fraction of the time it would take your consultant – in this case perhaps rate calculation and risk assessment.
You do not have to be a digital expert yourself; our consultants know the financial and insurance industry. Based on a thorough analysis, they will work with you to design and implement an online appointment system tailored to your company. Thanks to our agile consulting and development methods, the first applications will be quickly available. mimacom uses an innovative technology stack for the conception.
Automated process management or case management for unstructured processes collects the necessary information, such as the reason for the conversation and the participants. According to the request, the system selects suitable forms and checklists, which show the website visitor the documents required for the appointment. If they have these documents at hand, they can upload them immediately. Such detailed appointment preparation leads to a quick decision.
When making appointments, the solution accesses a matrix that links the portfolio building blocks with the appropriate consultants and suggests available appointments in the calendar systems, ensuring an appointment with the right consultant. The interactions are logged and documented in a legally compliant manner.