Revolutionize client relationships. Streamline renewals, billing, and engagement. Boost retention effortlessly with Connection Bot’s cutting-edge automation and guaranteed results.Book a demo
Let our intuitive workflow automation do the heavy lifting for you. Generate and deliver pre-renewal and renewal letters to your clients in a fraction of the time it takes to do it manually.
To help you save time, Connection Bot instantly detects specific new insurance policy documents in your management system and securely delivers them to the right client, with a tailored message.
Put to rest the tedious manual approach to managing billing reminders. Focus instead on what you do best, and grow your brokerage instead of collecting payments on business you already have.
Onboard new clients and keep them engaged year-round without lifting a finger using Connection Bot’s triggered automated insurance email campaigns.
Connection Bot makes it quicker and easier for you to attract new clients, retain more of your existing ones, and win back some of the accounts you’ve lost along the way.
Let your clients know that you are the one-stop shop for all their insurance needs with engaging cross-sell campaigns.
Track the success of your campaigns so you identify room for growth, and then share the detailed analytics with your team.
Fortune 100 companies have used Net Promoter Scores® for years as a proven metric to transform their approach to customer experience, and gain deeper insights into their standing with clients.
In the past, our TSR’s were spending between 6-8 hours per day completing manual renewal reviews, now they spend 2-3 hours per day.