AI Sales Navigator

AI sales assistant that helps agents and customer service teams create personalized product bundles based on customer profiles, needs, and risk factors

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Client-centric sales

Sales paradigm shift from “product-first” to “client-first”

360° Customer View

Complete insurance history, communication logs, active policies and coverages, loss ratio, scores, pending offers, etc.

Easy onboarding

Reduced entry barrier and onboarding time for new agents

Product Bundles

Product bundle suggestions to increase cross-selling and promote other products based on the client’s profile

Smart Recommendations

AI-powered products and options suggestions tailored to individual customer needs and preferences

Unified interface

Unified User Interface for agents and front-office staff

50%

increase in cross-selling in the agent channel

> 10 p.p.

rise in agent satisfaction index

faster acceleration in preparing end-to-end offers

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