High-value processes for Marketing & Sales

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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

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Increase conversions

Deliver a personal online experience for your specific product like an expert.

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Enhance capabilities

Embed your business logic to price the options of your product and cater to key scenarios.

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Uncover customer insights

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

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See it in action

Request a demo to get an overview of the solution. 

Engage, quote, and convert instantly

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Capture

Collect customer details through simple, conversational flows instead of forms.

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Quote

Generate instant, personalised quotes based on business rules and integrations.

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Sell

Convert customers with seamless, end-to-end journeys from quote to payment.

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

Manage customer expectations by aligning the interface according to the device they are using.

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User input validation

Collect accurate customer details by introducing specific validation rules for their information.

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Measure performance

Keep track of customer satisfaction and conversion rates to refine the journeys.

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See how Bupa trialled the UK's first-ever health insurance fully-integrated chatbot for the quote & buy process.

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

Our solution partners

Spixii integrates with leading core platforms to deliver end-to-end workflows.

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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.

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Socotra provides open APIs and a product-agnostic data model 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. Spixii complements it through the automation of conversations to create end-to-end self-service.

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Trusted by top-tier insurance leaders

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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.

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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.