“Each customer can select the most appropriate insurance coverage among the thousands of options we offer them. The customer’s needs are instantly converted into a unique proposal.”
P. Gaspel, CIO, Sud-Ouest Mutualite
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Insurance and Financial Services
Simplify and accelerate insurance product sales across all sales channels
In today’s fiercely competitive marketplace, insurers must rely on agility and innovation to achieve success. They must offer a broader range of products that can be tailored and priced to individual needs, as well as to further customize offerings for different sales channels and partnerships.
Do you want to give customers the ability to generate online quotes?
Cameleon can be deployed on the Internet, in your agencies and call centers, and to your brokers, guaranteeing a consistent offer and quality of service across all your sales channels. Cameleon’s Internet capabilites allow customers to shop for insurance online, to selecting coverage options that best meet to their individual needs, to immediately obtain a quote, and ultimately modify then sign their contract online. Your agents can, in real-time, access the online quotes and finalize the contracts in person or by telephone thereby completing the sales cycle.
Do your agents offer products that are best meet the needs of the customer?
Whether it’s for life, auto, home or health insurance, or any type of benefits plan, Cameleon provides a valuable guided selling tool for your agents, brokers, and partners to use on the phone or during a customer visit. The interactive scripts guide the user to the product or packages that best meet the needs of the customer. It calculates prices in real-time and generates what-if scenarios and product comparisons. Once a product is selected, Cameleon dynamically generates a 100% accurate quote and contract for signature.
Do you want to increase average revenue per customer by selling multiple insurance products?
Based on the insured’s profile, Cameleon alerts the user to additional products that match the customer’s profile and the products previously viewed or purchased. When coverage is selected, whether online or with an agent, additional corresponding products and services are recommended to the user. An easy, seamless integration to most Customer Relationship Management (CRM) systems allows Cameleon to automatically generate personalized marketing campaigns to drive additional revenue.
