Insurance is your domain, ensure you can manage customer conversations with ease is ours. Try Helpwise today!
An insurance agent's job isn't 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 you and allows you to assign & tag insurance emails to relevant agents easily.
Gone are the days where you had to take screenshots of emails or cc/bcc them to share them with your team members.
Using Helpwise, you can internally chat within the email threads and work with other departments like billing, support, & other insurance agents to collaborate on emails using our Notes feature.
Tracking which team member is reading the same email as you on the other end is impossible if you're not using a shared inbox. It can lead to problems like double responses and contradicting replies.
Helpwise's inbuilt Collision Detection system helps in preventing this issue by showing you which team member is reading the same conversation as you at that moment.
Would't you love it if there were some kind of technology that would automatically manage your inbox? Using the our Automation Rules feature, your customer insurance & sales related emails can be automaticaly assigned, tagged, forwarded based on keywords. You can even setup auto replies based and much more!
This will help you automate tasks inside your inbox and let you devote time on the things that matter i.e clsoing clients.
Insurance agents are just super humans with an amazing analytical skills but that doesn't mean they're not entitled to an easy work life. Keeping an account of every information can be difficult, even for them.
Using Helpwise's Reports features, you can analyse how many emails & attachments you've received, the number of hours you've spent on meetings and calls, and other important KPIs.
Using the Help center you can store help articles that you can send to your customers. You can create personlised and branded articles around your product features, shipping policies, operational procedure and much more.
The Universal Inbox allows teams to view conversations from all of their inboxes in a single view. The saves you a lot of time and allows you to respond to your customers faster.
Email Open Tracking allows you to know when your recipients open your emails. Using this information, you can schedule your follow ups accordingly.
You can create and share customer satisfaction surveys to gather customer feedback and measure their satisfaction ratings easily with CSAT.
Helpwise's dedicated file manager allow you to manage your all files between all inboxes. You can search your files, filter files, mark important, bulk download using the file manager.
Our Engage feature allows companies to trigger chat messages on their website using our live chat widget. Engage allows you to start a conversation with your customers on your website even before they start a conversation with you.