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


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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


Uncover customer insights

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


See it in action

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

Increasing performance with Conversational Process Automation (CPA)



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.



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



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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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


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 core systems to RPA, Spixii partners with the leading technology providers to offer end-to-end digital solutions.

Appian logo

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 →


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.

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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.

Find out more →

Trusted by top-tier insurance leaders


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.