Connection Bot
Boost Retention Effortlessly with Connection Bot
Revolutionize client relationships. Streamline renewals, billing, and engagement. Boost retention effortlessly with Connection Bot’s cutting-edge automation and guaranteed results.
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Workflow automation
Automate and stay lean
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.
Digital documents
Intelligent document delivery
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.
Prioritize tasks
Focus on what matters
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.
Deeper connections
Nurture relationships
Onboard new clients and keep them engaged year-round without lifting a finger using Connection Bot’s triggered automated insurance email campaigns.
Increase revenue
Your secret weapon to boosting growth
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.
Cross-sell
Offer more than a single purchase
Let your clients know that you are the one-stop shop for all their insurance needs with engaging cross-sell campaigns.
Gain insight
Make data-powered decisions
Track the success of your campaigns so you identify room for growth, and then share the detailed analytics with your team.
NPS
Measure customer satisfaction today
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.
Flows that generate more time for your team.
Find out how automation can boost your efficiency while empowering your team.
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