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Helpwise ensures you manage your customer conversations with ease

Insurance is your domain, ensuring you can manage customer conversations with ease is ours. Try Helpwise today!

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Trusted by over 5000+ users

Don't let inbox issues drive your insurance agency out of business

An insurance agent's job is not to sort through all the emails, their job is to sell insurance. Keeping a track of all customer insuarance-related emails in a sea of emails can be a time consuming task.
Which is why, every insurance agent needs a powerful email inbox that does the heavy lifting for them.

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    Gmail

    What is the claim settlement ratio of your company?

  • whatsapp
    Whatsapp

    I need more information about your Life Insurance policy.

  • chat
    Live Chat

    I have some questions around your car insurance policies, who do I speak to?

  • sms
    SMS

    I just got a text saying that my insurance premium was debited twice this month. Please look into this.

A basic email inbox isn't enough for a modern insurance agency.
You need Helpwise.

Insurance agencies need to provide quick, smooth and hyper-personalized experiences. This means communication needs to be the top priority.
Helpwise centralizes the customer communication on all the channels. It tags & assigns deal related conversations to relevant agents and makes it easy for you to focus on the customers and not on mundane tasks.

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Benefits of Helpwise

Here are the top features that every modern Saas company needs in its communications stack.

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Assign

Assign conversations to agents who are responsible for handling specific queries. Delegate with ease and see which team member is working on which query.

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Tag

Declutter your inbox by creating tags that work as categories for different types of conversations. Helpwise can also apply tags automatically on new conversations based on the content.

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Automation Rules

Automate mundane and repetitive tasks like assigning, tagging, and closing conversations by setting up workflows using Automation Rules. Helpwise will handle the workload for your team.

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Help Center

Set up knowledge bases containing articles that can be shared with your customers. You can create Help centers for customer onboarding, internal documents etc.

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Mentions and Notes

Collaborate on replying to client queries with your team members by mentioning them in conversation notes. Mentions will notify them that they have been mentioned by you.

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Analytics

Optimize team performance and communication processes by taking a deep dive into your support team's performance across inboxes. Track individual workload and key metrics.

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Fuel your workflows with powerful integrations

Connect your favorite tools using native integrations, third-party integrations or our custom app feature and turn your Helpwise shared inbox into a powerhouse. Integrate calendars, task management apps, and top CRMs and interact with them directly from your inbox.

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Manage customer conversations
with the power of Helpwise

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Foster and improve collaboration processes

Helpwise allows you to respond to client conversations in a collaborative manner. You can share drafts, see which team member is reading the same conversation and have discussions with your team right inside a conversation thread.

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Reduce team workload by setting up automations

Automate tasks like assigning client conversations to respective agents, replying, tagging specific conversations and more. Helpwise helps in reducing hard work and fostering smart work.

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Simplify customer communication management

Helpwise allows businesses to manage customer conversations from multiple channels in a centralized platform. It also improves the context so that you're able to provide streamlined support irrespective of the channel.

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Integrate your favorite tools or create custom apps

Integrate top integrations like Stripe, Salesforce, Pipedrive and more. Fetch and update customer details directly from your Helpwise inbox. Any information update that is done by your team is reflected on both platforms.

Trusted by over 5000+ users

G2
Abraham C

G2 Review

Helpwise helps me manage my customer service tasks efficiently because I can monitor so many channels in just one dashboard. No need to open each channel's website to interact with customers.

G2
Angie N

G2 Review

The support offered by Helpwise has been incredible. There has never been a time that they haven't attended to a question quickly and had it sorted out asap. I can see this is a tool that I will be using every day as a vital part of my business tech stack.

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How do I set up a shared email inbox and add my team members to it? I want to set up access privileges too.

10:42
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Hey Julia, I'll help you! You can click on the Inboxes menu and click on the add inbox button to set up and go through the guided onboarding to set up an inbox.

To add team members and set their privileges, you can click on the Manage menu and choose the Users option. Now, you can set up user permissions while adding your team

10:39
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Thanks for the quick reply. It worked!

10:34

Getting started takes 5 minutes

Connect your existing team email accounts, invite your team members and start handling emails in a better & faster way than before.

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G2 rating

icon-star-white-full icon-star-white-full icon-star-white-full icon-star-white-full icon-star-white-half 4.75