--- title: Marketing & Sales | Spixii self-serve description: Move from a static web form to a 24/7 self-serve solution to unlock personalised quotes with granular behavioural analytics. --- ![outline_person_white_24dp](https://www.spixii.com/hs-fs/hubfs/outline_person_white_24dp.png?width=17&height=17&name=outline_person_white_24dp.png "outline_person_white_24dp") [**LOG IN** ](https://ue.prod.app.spixii.ai/cxd/web/#/workspace) CONTACT US [**CONTACT US** ](https://www.spixii.com/contact-us?hsLang=en-gb) [**SUBSCRIBE TO NEWSLETTER** ](https://www.spixii.com/subscribe-newsletter?hsLang=en-gb) [**GET WHITE PAPER** ](https://www.spixii.com/white-paper?hsLang=en-gb) [**GET eBOOK** ](https://www.spixii.com/ebook?hsLang=en-gb) [![](https://www.spixii.com/hubfs/Assets_Mar2018/logo_white.svg)](https://www.spixii.com?hsLang=en-gb) [**GET STARTED** ](https://www.spixii.com/get-a-demo?hsLang=en-gb) # **High-value processes for **Marketing & Sales [ Get the Solution Brief ](https://www.spixii.com/high-value-processes/marketing-sales/brief?hsLang=en-gb) ![Man touching big mobile screen next to robot](https://www.spixii.com/hubfs/WebAssets/img/Illustrations/Illustration_Quote%26Buy-dark.svg "Man touching big mobile screen next to robot") ## Why automation for Marketing & Sales? Getting a quote for insurance or other high-value products is often complex, leading to drop-offs when rigid online forms replace human-like conversations. - Traditional forms lack the personal guidance customers need, reducing completion rates - Manual sales processes limit scalability and availability across digital channels - Conversational automation enables 24/7 quoting with continuous optimisation through analytics ## Automation of high-value processes for Marketing & Sales Automation of high-value marketing and sales processes enables seamless digital journeys from discovery to conversion. - Product discovery with instant capture of customer contact details - End-to-end quote journeys delivering personalised pricing and offers - Quote-to-payment flows and financial simulations for complex products like pensions ## **Benefits** ![icon of revenue chart](https://www.spixii.com/hubfs/WebAssets/img/icons/platform-benefits-2.svg) #### **Increase conversions** Deliver a personal online experience for your specific product like an expert. ![icon of gear](https://www.spixii.com/hubfs/WebAssets/img/icons/integration_other-systems.svg) #### **Enhance capabilities** Embed your business logic to price the options of your product and cater to key scenarios. ![platform-q&b-benefit-1](https://www.spixii.com/hubfs/WebAssets/img/icons/platform-q%26b-benefit-1.svg) #### **Uncover customer insights** Analyse data from the dashboard and conversational analytics to keep delighting your customers. ![Demo_Quote&Buy_2](https://www.spixii.com/hs-fs/hubfs/WebAssets/img/Demo_Quote%26Buy_2.png?width=600&height=338&name=Demo_Quote%26Buy_2.png "Demo_Quote&Buy_2") ## **See it in action** Request a demo to get an overview of the solution.  [ Get a Demo ](https://www.spixii.com/get-a-demo?hsLang=en-gb) ## **Engage, quote, and convert instantly** ![platform-q&b-process-1](https://www.spixii.com/hubfs/WebAssets/img/icons/platform-q%26b-process-1.svg) ### **Capture** Collect customer details through simple, conversational flows instead of forms. ![platform-q&b-process-2](https://www.spixii.com/hubfs/WebAssets/img/icons/platform-q%26b-process-2.svg) ### **Quote** Generate instant, personalised quotes based on business rules and integrations. ![platform-q&b-process-3](https://www.spixii.com/hubfs/WebAssets/img/icons/platform-q%26b-process-3.svg) ### **Sell** Convert customers with seamless, end-to-end journeys from quote to payment. ### **Used for a variety of financial and insurance products** ![icon of airplane taking off](https://www.spixii.com/hubfs/WebAssets/img/icons/Q%26B_travel.svg) #### **Travel** ![icon of car](https://www.spixii.com/hubfs/WebAssets/img/icons/Q%26B_car.svg) #### **Motor** ![icon of stylised home](https://www.spixii.com/hubfs/WebAssets/img/icons/Q%26B_home.svg) #### **Property** ![icon of heart with beating signal](https://www.spixii.com/hubfs/WebAssets/img/icons/Q%26B_life.svg) #### **Life & Health** ## **Top features** ![icon of devices with desktop tablet and phone](https://www.spixii.com/hubfs/WebAssets/img/Solutions/devices.svg) #### **Optimised experience** Manage customer expectations by aligning the interface according to the device they are using. ![icon of keyboard](https://www.spixii.com/hubfs/WebAssets/img/Solutions/keyboard.svg) #### **User input validation** Collect accurate customer details by introducing specific validation rules for their information. ![icon of speed indicator](https://www.spixii.com/hubfs/WebAssets/img/Solutions/nps.svg) #### **Measure performance** Keep track of customer satisfaction and conversion rates to refine the journeys. [ Get a Demo ](https://www.spixii.com/get-a-demo?hsLang=en-gb) ![logo-bupa](https://www.spixii.com/hs-fs/hubfs/WebAssets/img/logo-bupa.png?width=180&height=180&name=logo-bupa.png "logo-bupa") See how Bupa trialled the UK's first-ever health insurance fully-integrated chatbot for the quote & buy process. [ Read Bupa success story ](https://www.spixii.com/success-stories/bupa-case-study?hsLang=en-gb) ## **Conversational Process Automation** #### Spixii CPA leverages expertise in regulated processes that generic chatbot providers lack to improve customer-facing interactions. ## **Explore our end-to-end joint solutions** #### **Spixii Quote & Buy for Duck Creek Policy** An end-to-end solution enabling insurance customers to obtain quick quotes through fully automated chatbot conversations. [**Find out more →**](https://www.spixii.com/partners/duck-creek?hsLang=en-gb) #### **Spixii Quote & Buy + Blue Prism** Spixii Expert Chatbots trigger underwriting within Blue Prism workflows and let customers view quotes and buy policies directly in the same conversation. [**Find out more →**](https://www.spixii.com/partners/blue-prism?hsLang=en-gb) ## **Our solution partners** Spixii integrates with leading core platforms to deliver end-to-end workflows. ![Appian logo](https://www.spixii.com/hs-fs/hubfs/WebAssets/img/Appian%20logo.png?width=150&height=84&name=Appian%20logo.png "Appian logo") Spixii partnered with Appian to offer businesses an embedded solution that enables straight-through processing (STP) of claims for P&C, Health, and Life insurance. [**Find out more →**](https://www.spixii.com/partners/appian?hsLang=en-gb) ![SOCOTRA-LOGO](https://www.spixii.com/hs-fs/hubfs/WebAssets/img/SOCOTRA-LOGO.png?width=300&height=91&name=SOCOTRA-LOGO.png "SOCOTRA-LOGO") Socotra provides open APIs and a product-agnostic data model to manage the entire policy lifecycle, making insurance innovation faster, easier, and more affordable. [**Find out more →**](https://www.spixii.com/partners/socotra?hsLang=en-gb) ![blue-prism-logo](https://www.spixii.com/hs-fs/hubfs/WebAssets/img/blue-prism-logo.png?width=200&height=156&name=blue-prism-logo.png "blue-prism-logo") Blue Prism develops leading Robotic Process Automation software. Spixii complements it through the automation of conversations to create end-to-end self-service. [**Find out more →**](https://www.spixii.com/partners/blue-prism?hsLang=en-gb) ## **Trusted by top-tier insurance leaders** ![zurich-logo-vector](https://www.spixii.com/hubfs/WebAssets/img/zurich-logo-vector.svg "zurich-logo-vector") ![logo_bnp-paribas](https://www.spixii.com/hubfs/WebAssets/img/logo_bnp-paribas.svg "logo_bnp-paribas") ![allianz-logo](https://www.spixii.com/hubfs/WebAssets/img/allianz-logo.svg "allianz-logo") ## **How to start using the Spixii platform** As a SaaS platform, you can quickly set up your account and start building high-value processes independently or with expert support, with dedicated onboarding and hands-on guidance to help you get the most from analytics and platform features. ![Spixii-solution-implementation](https://www.spixii.com/hubfs/WebAssets/img/Illustrations/Spixii-solution-implementation.svg "Spixii-solution-implementation") ![Spixii-implementation-mobile](https://www.spixii.com/hubfs/WebAssets/img/Illustrations/Spixii-implementation-mobile.svg "Spixii-implementation-mobile") [ Get a Demo ](https://www.spixii.com/get-a-demo?hsLang=en-gb) ![robot with outstretched hand](https://www.spixii.com/hubfs/WebAssets/img/Illustrations/CPA2.svg "robot with outstretched hand") ## **Start the conversation** Discuss your business needs with us, and let's share experiences. Explore how Spixii CPA Platform accelerates automation of high-value processes.   [ Contact Us ](https://www.spixii.com/contact-us?hsLang=en-gb) ### **Platform** ### **Regulated Processes** ### **Resources** ### **Company** ### **Connect with us** - [![](https://www.spixii.com/hubfs/Assets_Mar2018/socials_linkedin.svg)](https://www.linkedin.com/company/spixii) - [![](https://www.spixii.com/hubfs/Assets_Mar2018/socials_youtube.svg)](https://www.youtube.com/channel/UCiLByQVaMZ0RRm3XYgUTSXg) - [![email white icon](https://www.spixii.com/hubfs/Assets_Mar2018/socials_email.svg)](mailto:info@spixii.com) - [![](https://www.spixii.com/hubfs/Assets_Mar2018/socials_twitter.svg)](https://twitter.com/spixii_bot) ##### 14 East Bay Lane London, United Kingdom, E15 2GW ##### [Contact Us](https://www.spixii.com/contact-us?hsLang=en-gb) ##### [Privacy policy](https://www.spixii.com/privacy-policy?hsLang=en-gb) --- **What is Spixii?** Spixii is a Conversational Process Automation platform enabling regulated businesses to offer 24/7 self-service, 100% compliant. Focused on high-value processes that can't be automated using web forms or GenAI, Spixii bridges this gap with a unique platform designed with an expert systems approach. Spixii is recognised by Gartner and Forrester and is certified ISO 27 001:2022 for information security and management. --- [![](https://www.spixii.com/hubfs/WebAssets/logo_white.svg)](https://www.spixii.com/?hsLang=en-gb) ###### Copyright Spixii® 2016–2026 All rights reserved.