Convin for INSURTECH

Ensure agents boost policyholder satisfaction while generating new revenue.

Derive actionable insights from customer touchpoints that happen over multiple channels. Turn the insights into valuable data to close deals, improve policy renewals, handle call volumes, respond to queries, and assist with new policy regulations.

How does Convin help the InsurTech
contact centers?

Drive customer acquisition and retention

Decrease the cost of customer acquisition by pushing more policy renewals. Coach agents on essential services such as handling case management, renewal inquiries, order booking, and more services.

Support over multiple communication channels

Handle large volumes of customer inquiries using a variety of communication channels. Ensure reduction in average handle time (AHT) and increase in first call resolution (FCR) by monitoring all support channels.

Follow and adhere to regulatory compliance

Track agent compliance breaches and violations. Ensure agents follow HIPAA and PCI DSS compliance regulations while not compromising quality.
Invest in AI-powered customer
conversations

Different roles. Different problems. One solution.

Make compliance auditing automatic

Don’t lose sight of quality and compliance amidst handling massive inbound and outbound calls. Build a custom scorecard to track agents’ performance based on HIPAA, PCI, SSAE 16 (SAS 70), ISO, CFPB regulations, and conversation quality parameters. Track 100% of calls and gain visibility into agents’ following call scripts and abiding by insurance services rules & regulations.

Automated Call QA

Provide flawless customer care

Customer care is a core customer service segment. And agents seek recommendations in the form of best practices to treat customers better when they approach the company. Recommend best practices and winning behavior data to deal with difficult customer questions and objections. Encourage agents to replicate actions and phrases that stand out as positive responses. Address claims inquiries tactfully while keeping customers happy and satisfied.

Call Behavior Analysis

Stay up-to-date with product features and offers

Agents are at a loss of resources and documents when handling different insurance industries, claim inquiries, and quote processing, while simultaneously offering quality and compliant support. Employ automated coaching to bring the latest insurance product, promotions, and price offerings for different industries and build customized insurance plans. Improve key CX metrics–CSAT, AHT, and FCR by empowering agents through peer-to-peer coaching.

Automated Agent Coaching

Unravel new revenue opportunities

Staying one step ahead of customers’ movements is the best way to retain and invite new customers. Allow customer intelligence to analyze 100% of customer conversations to extract information on customer objections, sentiments, preferred communication channels, emerging customer trends, and fresh opportunities in the form of customer demand.

Conversation Intelligence
27%
Increase in CSAT
21%
Increase in Sales
11%
FCR rate acheived

Why InsurTech customers rely on Convin?

Convin is a sales managers' Swiss army knife

Convin is a sales managers' Swiss army knife for coaching and call tracking. Having a library of key topics and next steps mentioned by each rep on each call helps streamline coaching moments and 1-1s, this keeps me from bouncing back and forth to programs and gives me more time to coach and help my team perform.
Aaron Drummond
Account Executive - Place Technology

Helps us managers to be more thoughtful and structured

Convin helps our sales teams focus and be present in the moment of conversation because they're confident they can easily go back and review calls at a later time. It helps us as managers to be more thoughtful and structured about the way we coach and help reps progress their deals forward.
Alex Siegler
Head of Strategic Alliances - Place Technology

Able to quickly identify areas of improvement for my reps

I have been able to quickly identify areas of improvement for my reps & able to provide coaching to allow reps to quickly pivot. Also help them make changes to their pitch.
Aquibur Rahman
CEO & Founder - Mailmodo

Reviewing the recordings is like an athlete watching game-tape

Reviewing the recordings is like an athlete watching game-tape to try to improve. Collaboration with management is easy, and my reps are learning so much faster by watching the best.
Rishabh Goel
CEO & Founder - Credgenics

Convin makes reviewing sales calls super easy

Convin makes reviewing sales calls super easy. It creates training libraries for new joinees to improve and I love that. It also sends instant emails to those getting reviewed for the specific recording.
Mahak Garg
CEO & COO - Udayy

Convin is a sales managers' Swiss army knife

Convin is a sales managers' Swiss army knife for coaching and call tracking. Having a library of key topics and next steps mentioned by each rep on each call helps streamline coaching moments and 1-1s, this keeps me from bouncing back and forth to programs and gives me more time to coach and help my team perform.
Aaron Drummond
Account Executive - Place Technology

Helps us managers to be more thoughtful and structured

Convin helps our sales teams focus and be present in the moment of conversation because they're confident they can easily go back and review calls at a later time. It helps us as managers to be more thoughtful and structured about the way we coach and help reps progress their deals forward.
Alex Siegler
Head of Strategic Alliances - Place Technology

Able to quickly identify areas of improvement for my reps

I have been able to quickly identify areas of improvement for my reps & able to provide coaching to allow reps to quickly pivot. Also help them make changes to their pitch.
Aquibur Rahman
CEO & Founder - Mailmodo

Reviewing the recordings is like an athlete watching game-tape

Reviewing the recordings is like an athlete watching game-tape to try to improve. Collaboration with management is easy, and my reps are learning so much faster by watching the best.
Rishabh Goel
CEO & Founder - Credgenics

Convin makes reviewing sales calls super easy

Convin makes reviewing sales calls super easy. It creates training libraries for new joinees to improve and I love that. It also sends instant emails to those getting reviewed for the specific recording.
Mahak Garg
COO & CEO - Udayy

“Convin is a sales managers' Swiss army knife for coaching and call tracking. Having a library of key topics and next steps mentioned by each rep on each call helps streamline coaching moments and 1-1s, this keeps me from bouncing back and forth to programs and gives me more time to coach and help my team perform.”

Aaron Drummond
Account Executive - Place Technology

“Convin helps our sales teams focus and be present in the moment of conversation because they're confident they can easily go back and review calls at a later time. It helps us as managers to be more thoughtful and structured about the way we coach and help reps progress their deals forward.”

Alex Siegler
Head of Strategic Alliances - Place Technology

“I have been able to quickly identify areas of improvement for my reps & able to provide coaching to allow reps to quickly pivot. Also help them make changes to their pitch.”

Aquibur Rahman
CEO & Founder - Mailmodo

“Reviewing the recordings is like an athlete watching game-tape to try to improve. Collaboration with management is easy, and my reps are learning so much faster by watching the best.”

Rishabh Goel
CEO & Founder - Credgenics

“Convin makes reviewing sales calls super easy. It creates training libraries for new joinees to improve and I love that. It also sends instant emails to those getting reviewed for the specific recording.”

Mahak Garg
CEO & COO - Udayy

Transform InsurTech customer
experience with AI!

Retain and win more policyholders by investing in agent performance and customer experience management.

Sign Up for FREE

Convin records, transcribes and analyzes all your sales calls to give insights on what’s working on calls and what’s not.

Convin records, transcribes and
analyzes all your sales calls to give
insights on what’s working on calls
and what’s not.

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US
2093 Philadelphia Pike #5025
Claymont, Delaware 19703
(+1) 6282095776
INDIA
Bhive Workspace No.112,AKR
Techpark, A-Block, 7th Mile
Hosur Road, Krishna Reddy,
Industrial Area,
Bengaluru-560068
+91 7011464590, +91 8802881329
US
2093 Philadelphia Pike #5025
Claymont, Delaware 19703
(+1) 6282095776
INDIA
Bhive Workspace No.112,AKR
Techpark, A-Block, 7th Mile
Hosur Road, Krishna Reddy,
Industrial Area,
Bengaluru-560068
+91 7011464590, +91 8802881329