Total Expert Customer Intelligence will help you monitor your contacts for specific insurance purchasing triggers and life events, then alert you when there’s an opportunity to engage a customer or prospect.
As your customers’ lives grow and evolve, so should their coverage options. If you wait until policy renewal to connect with your customers, you risk letting them shop around for better rates or having another agent convince them to change carriers. Regular engagement with your customers lets you have conversations about their future and how to protect the things that matter most to them—building trust and a lifelong relationship.
Having access to the right information can help you and your customers be proactive about the insurance coverage they need today and in the future. We’ll help you stay one step ahead with real-time data by connecting those insights with your system of action. With Total Expert, you’ll have an all-in-one platform that connects customer intent with dynamic Journeys to help you deliver timely, relevant communications that build trusting relationships and allow you to guide customers toward the insurance products that fit their growing life.
Customer Intelligence
Monitor data from across your back-end systems to identify when customers experience or begin planning for a life-changing event that could impact their insurance needs. This gives you the opportunity to reach out, ask questions, and present the next best product to aid in decision-making.
Dynamic Journeys
Create a truly personalized experience for each customer with a combination of digital engagement and human outreach that provide policy information, educational content, and details about complementary coverage options.
Journeys also allow you to set engagement reminders for when a customer’s renewal date is approaching, so you can connect with them before a competitor does and continue delivering truly personalized service
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.