Intelligent and Automated Campaigns to Accelerate Conversion in Insurance Companies
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General Overview
Sabio CX allows insurance companies to send segmented and automated marketing campaigns, with messages adapted to each customer’s profile. Thanks to its generative AI engine, Sabio CX not only distributes the campaign but also responds immediately to every interaction, maintaining a fluid, contextual conversation available 24/7.
This maximizes conversion rates, prevents the loss of opportunities due to slow response times, and frees marketing teams from the operational burden of manually handling each contact.
Common Situation in Insurance Companies
Traditionally, insurance companies send mass messages without profile differentiation. When a customer responds, requests pile up, and the marketing team takes hours or even days to reply, losing the moment of highest customer interest. This reduces the effectiveness of the campaign and affects the user experience.
How Does Sabio CX Solve It?
Companies handle millions of rows of data daily that must be reported to regulatory entities in specific formats. The manual process is not only error-prone but also unsustainable in the face of growing regulatory requirements and data volumes.
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Design personalized campaigns by segment (age, region, customer type, history, etc.).
Send them through channels such as WhatsApp, email, or web chat.
Automate responses based on intent and content.
Validate the customer’s identity if required.
Offer products, resolve questions, or initiate a process directly from the campaign.
Record the conversation, traceability, and outcome of the contact.
Specific Benefits
24/7 availability to respond.
Leveraging commercial timing.
Increased conversion rates due to immediate response.
Reduced operational load on the marketing team.
Real and personalized segmentation.
How It Works in Practice
The insurance company defines the campaign and segmentation in Sabio CX.
The campaign is sent via WhatsApp or email.
The customer receives a message relevant to their profile.
They respond with interest, and SabioCX answers in real time.
The interaction becomes a sale, request, or scheduling.
Everything is recorded and traced.
