About

[RPA has] a return on investment that varies between 30 and as much as 200 percent in the first year

McKinsey

Benefits

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  • 01
    INCREASE IN CONVERSION RATE
  • 02
    REDUCTION OF RE-KEY ERRORS
  • 03
    INCREASE IN ON-CALL QUOTES
  • 04
    INCREASE IN SALES STAFF EFFICIENCY
  • 05
    INCREASE IN FULL MARKET QUOTES

Consumer spending via bots is predicted to hit $142 billion by 2024

Juniper Research

Features

SAVE TIME

  • Maps to multiple portals/rate calculators
  • Create multiple variants with single click
  • Automate renewals from pre-populated risks
  • Maximise market distribution for every opportunity to get best value
  • Optimise specialist employee time on advising Clients not re-keying data
  • Quote clients on-call and convert immediately

ANALYTICS

  • Real Time Analytics
  • Customer Acquisition Costs
  • Conversion Rate
  • Real Time Insights
  • Productivity

CONTROL

  • Track work in progress
  • Full visibility of quotation history
  • Balance inbound leads with sales resources
  • Generate SOF/Quote documents automatically and send
  • Reduce employee re-key errors

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Putting the convert in to the market comparison

Robots are coming. Automated quotations are here. Niche brokers sales teams can use more than half of their time generating quotes across multiple Insurer portals as well as manual or spreadsheet calculations for delegated rates. This is time your sales team should be using expert specialist knowledge advising customers

Collecting analytics information in this environment is very difficult, reducing the capability of the business to adapt and respond to market changes. Variations are time consuming and frustrating to generate. Full market comparisons are rare due to the time it takes to re-key a single quote. Errors are very common as re-inputting the same information in over and over again inevitably leads to mistakes. And at renewal time, the whole process has to start again for invite quote comparisons

Now full niche market comparison is here, utilising a mixture of RPA (Robotic Process Automation), Insurer APIs, System configured internal rate calculations. Holding all risk data centrally with the capability to copy risk questionsets to create variations, automate renewals cross-market quote comparisons, and view live KPI and report information for performance on conversion – by source, employee, class, time