Use Cases

Filtered by Insurance close

Risk of Policy Lapse

SalesHero can reduce the money outflow by alerting the insurance broker of the risk before a …

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Automate Common Customer Requests

SalesHero’s natural language processors can understand the intent of a human message and automate proper next …

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Claim Processing

SalesHero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting costs …

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Document Generation

Using field mapping technology, SalesHero can pull data from both structured (CRM system data, spreadsheets) and …

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CRM Data Quality Maintenance

SalesHero has over 50 connectors to data sources to increase the accuracy and reliability of customer …

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Activity Tracking

SalesHero automatically logs and updates CRM records for insurance brokers, which allows them to give better …

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Scheduling Automation

Business process automation tools like SalesHero can detect the intent of incoming emails and automate scheduling …

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Cross-sell Financial Products

SalesHero can identify opportunities for brokers to cross-sell or bundle additional policies by comparing policies of …

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Customer Intelligence/ Rep Briefings

SalesHero can provide a broker with valuable information and recommendations based on the needs of the …

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Best Next Step

SalesHero can augment an insurance broker’s selling behavior to improve conversion rates by providing them with …

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Predictive Lead Scoring

SalesHero can scrub databases and lead lists to suggest new leads to brokers based on criteria …

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