High-value processes for Marketing & Sales

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Why automation for Marketing & Sales?

Getting a quote for an insurance or high-value product is complex and often requires a call with a trained professional. Most online forms lack the personal touch of conversations, resulting in material drop-offs affecting marketing and sales online performance. Automating your sales processes by conversationally executing them online 24/7 with a chatbot enables scaling on digital channels with the continuous monitoring growth of conversion rates thanks to insights uncovered by advanced analytics.

Automation of high-value processes for Marketing & Sales

Actual use cases of automation of high-value processes for Marketing & Sales include:

  • Product discovery with contact details capture
  • Integrated journey delivering personal quotes
  • Quote journey, including payment
  • Personal finance simulation for pensions products

Benefits

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Increase revenue

Deliver superior online experience 24/7 available leveraging your business knowledge and product-specific expertise

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Enhance capabilities

By refining your business logic, make your conversational process more capable of delivering several high-value processes

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Uncover customer insights

Analyse data from the reporting dashboard and conversational analytics to keep delighting your customers

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See it in action

Request a demo with our sales team to get the solution overview. 

Increasing performance with Conversational Process Automation (CPA)

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Capture

You can rely on expert chatbots to offer a simple, personal and intuitive way for your customers to interact and input their information to gain access to your products.

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Quote

Implement your business logic and connect your conversational process to your core system to provide your customers with instant quotes and possible add-ons

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Sell

Provide bindable quotes and maintain high customer satisfaction and business performance  until the payment by offering a seamless end-to-end conversational experience

Used for a variety of financial and insurance products

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Travel

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Motor

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Property

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Life & Health

Top features

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Optimised experience

Better align with customer expectations by optimising the interface according to the device they are using

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User input validation

Collect more accurate customer details by introducing specific validation rules for email, postcode, telephone number etc.

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Customer experience module

Measure your customer satisfaction rate using CSAT, TNPS or CES and gather feedback to understand how to improve your solution

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See how How Bupa trialled the UK's first-ever health insurance fully-integrated chatbot to transform their digital healthcare quote & buy process.

Embracing Conversational Process Automation (CPA)

Spixii CPA leverages insurance process expertise lacking by generic chatbot providers to improve customer-facing interactions and complete insurance companies’ automation platforms (e.g. RPAs).

Explore our end-to-end joint solutions

Our solution partners

From insurance platforms to RPA providers, Spixii partners with other insurance key technology actors to offer end-to-end digital solutions.

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Spixii partnered with Appian to offer insurers an embedded solution that enables straight-through-processing (STP) and no-touch claims automation for P&C, Health and Life insurance.

Find out more →

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Socotra provides open APIs, a product-agnostic data model, and out-of-the-box capabilities to manage the entire policy lifecycle, making insurance innovation faster, easier, and more affordable.

Find out more →

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Blue Prism develops leading Robotic Process Automation software to provide businesses with a more agile virtual workforce. Spixii complements it through the automation of conversations.

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Trusted by top-tier insurance leaders

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How to start using the Spixii platform


As a Software-as-a-Serve, simply talk to our sales team to create your business account and start building your high-value process their in autonomy or with the help of our professional services. Once your first conversational process is live, we offer premium hands-on support for 6 weeks to ensure your make the most of the analytics provided by your process and other valuable features from the Spixii platform.

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Start the conversation

Discuss your business needs with the Spixii team and discover how the Spixii CPA Platform can accommodate them.