Assistance for Intermediaries in Policy Issuance
SabioCX enables insurance intermediaries (agents, brokers, and representatives) to consult product conditions, generate quotes, and request policy issuance quickly and securely through channels such as WhatsApp, Web Chat, or Email.
By interacting in natural language, SabioCX automates key processes, improves response times, and frees human resources for more strategic tasks.
Common Situation in Insurance Companies
Intermediaries must contact multiple internal departments to consult product conditions, generate quotes, or request policy issuance.
This leads to delays, errors in information transfer, and impacts the speed of closing sales. Additionally, support depends on business hours and staff availability.
How Does SabioCX Solve It?
SabioCX automates intermediary interactions through:
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Natural language assistance via WhatsApp, Web Chat, and Email.
Immediate consultation of product conditions and requirements.
Automatic generation of quotes according to predefined rules.
Digital initiation of policy issuance requests.
Validation of required data and documentation.
Registration of every interaction in the traceability system.
Automatic escalation to human staff when necessary.
Key Benefits
Reduced quoting and issuance times.
Increased commercial efficiency and higher closing rates.
Improved intermediary satisfaction.
Greater control and traceability of the issuance process.
24/7 assistance available for intermediaries.
Process in Action
The intermediary contacts SabioCX through WhatsApp.
They request product conditions and a quote for a specific insurance policy.
SabioCX provides the information and generates the quote based on business rules.
Sabio CX logs the request and, if needed, escalates it for final human validation.
Sabio CX validates the required data and documents.
The intermediary requests to initiate the issuance.
