Recommendation of New Products and Services for Policyholders
Sabio CX enables insurance companies to proactively offer personalized recommendations for new products or services to their policyholders through channels such as WhatsApp, Web Chat, or Email.
Based on interactions, policyholder profiles, and configured business rules, Sabio CX suggests additional coverages, renewals, or complementary services—enhancing cross-selling and customer loyalty.
Common Situation in Insurance Companies
Traditionally, insurance companies run generic campaigns to promote new products, without considering each policyholder’s profile, needs, or life stage.
This results in low conversion rates, lack of interest, and a weakened perception of personalized service.
How Does SabioCX Solve It?
SabioCX transforms the recommendation strategy by enabling:
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Constant and natural interaction with policyholders through digital channels.
Analysis of the policyholder's profile based on available information.
Application of business rules to identify potential needs.
Automatic generation of product or service recommendations.
Friendly and conversational presentation of suggestions.
Automated follow-up to measure interest or schedule commercial appointments.
Key Benefits
Increased conversion rate for new products.
Optimization of cross-selling and upselling.
Improved customer loyalty.
Higher average revenue per customer.
Delivery of more relevant and timely product offerings.
Process in Action
The policyholder interacts with Sabio CX to consult their current policy.
Sabio CX analyzes the information and identifies potential needs.
Sabio CX naturally and non-invasively suggests a new product.
If the policyholder shows interest, they can request more information or initiate the process.
Sabio CX records the interaction for later analysis.
