Conversica named a Leader in The Forrester Wave™: Conversation Automation Solutions for B2B, Q1 2024

An Always-On Agent for Your Insurance Business

Give every prospect and customer white glove service at scale with a digital concierge that works alongside your agents.

Conversica Value

The Help Agents Need to Deliver Iconic Experiences

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Promply Reply to Each Request

Immediately start a conversation to answer questions and qualify if the lead is ready to talk with an agent.

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Find the Right Customers

Engage all prospects, providing help & answering questions while determining if they’re a good fit.

Personalized Experiences Drive Growth

Use insights, preferences and previous activities to tailor each communication.

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Add Capacity & Keep Agents Happy

Free agents from routine & tedious tasks, allowing them to focus on building relationships and growing lifetime value.

Engage & Pre-Qualify Without Burdening Agents

Revenue Digital Assistants:

  • Promptly respond to requests, answering questions so agents don’t have to
  • Conduct two-way conversations to collect data and qualify each lead before engaging an agent
  • Target ideal customers and referrals with personalized outreach and gauge interest before handing to the agent
Conversica Revenue Digital Assistants engage each inbound lead confirming interest and validating fit so the sales rep doesn't have too

Revenue Digital Assistants are Experts in:

Engaging Inbound Requests

Qualifying Prospects

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Target Account Outreach

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Winning Back Former Customers

Tailored Communication to Drive Growth

Revenue Digital Assistants:

  • Leverage insights to target the right customer at the right time with the right incentive to expand
  • Proactively engage to confirm renewal details and identify if changes require a meeting with the agent
  • Reach out to customers to solicit referrals and proactively follow up to gauge interest
Conversica Revenue Digital Assistant proactively reaches out to customers to gauge interest in expansion

Revenue Digital Assistants are Experts in:

Expanding Product Usage

Upselling & Cross-Selling Services

Proactively Renewing Customers

Requesting Customer Referrals

Being Proactive Drives Advocacy

Revenue Digital Assistants:

  • Monitor accounts for events or patterns that could indicate changing needs and set up a meeting with the agent
  • Proactively notify customers with cost-saving ideas and usage tips, gauging interest
  • Keep customer up to date on changes in policy & answering common questions on behalf of the agent
Conversica Revenue Digital Assistant is continually monitoring renewals, usage, adoption and health and taking the taking the right action

Revenue Digital Assistants are Experts in:

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Driving Customer Health

Scheduling Account Reviews

Increasing Product Utilization

Proactive Announcements

Get the Essential Guide to Conversation Automation
The Conversica Difference

Don’t Trust a Simple Bot: Expertise and Experience Matter

Deliver the best experience AND get the best results with Conversica's AI-powered RDAs. Human enough to have authentic conversations and act autonomously, no intervention required.

Conversica: Powerfully Human®️ Experience, No Expertise Required

Trained to have standard conversations and smart enough to respond to non-standard requests

A series of two-way interactions that assist prospects while driving the desired outcome

Uses insights from multiple sources to have meaningful and relevant conversations

Set up & maintenance is turn-key with 700+ conversations that are customized in just minutes

Everyone Else: Extensive Time Investment, Limited Impact

Leans on humans to respond to anything out of the ordinary, derailing the conversation

Reacts to the initial engagement with a predefined response and then abandons the exchange

Segmentation & personalization is limited by the capacity to create conversations from scratch

Significant time investment to create and maintain each conversation you deploy


Insights to Help Your Agency Grow

Ready to See a Revenue Digital Assistant in Action?
Let us show you how our Powerfully Human digital assistants can help you unlock revenue. Start the conversation today.