give your advisors
a headstart
With proactive customer management using AI, you make optimal use of your advisors' limited time while ensuring a better customer experience. We demonstrate that this translates into measurable results: higher commission revenue, lower cancellation rates, and increased profits.
our AI actionables
Depending on the strategic goals and specific challenges of the organization, you can kick off with one or more AI actionables: predicted customers that teams can start engaging with proactively right away.
Top Sales
Top Fit
Find clients who have a very high or very low net worth relative to the commission. Keep your organization fit, and establish the right contact and management strategy for each client.
Top Care
Make sure to identify in time which relationships may not be meeting the care obligations with our care-index scores.
Top Acquire
Get a crystal-clear view of your market share and highest customer value by region, industry, and the potential growth opportunities.
Actionable Customer Lists
All AI Actionables are made available to advisors, account managers, and managers in the easy-to-navigate Onesurance portal.
All modules can be combined into a single action list featuring clients who currently require attention from a specific advisor, sorted by relevance and impact.
Everything in one place
All relevant data from forecasts and your client in one place, without unnecessarily long integration processes. In the portal, your teams can immediately start working on forecasts in areas like sales, retention, duty of care, and efficiency, all with a seamless touch of business flair and a dash of fun.
Interactive Dashboards
From day one, you will have access to a range of our Management Dashboards, offering a wide variety of comprehensive insights on trends and potential optimization within your organization.
All of this comes with highly detailed drill-down, filtering, and segmentation options. Our BI specialists are eager to assist in applying these data insights to your strategic goals.
the AI assistant
With the AI assistant, commercial teams can engage customers through personalized AI-generated emails and reach out to customers via chatbot for a conversation with sentiment scoring.
Does the customer want more information? They can easily schedule an appointment with a team member.
a quick integration
thanks to our partners
Our partners in the Netherlands and Belgium make it extra easy and safe to get started with one of our AI Actionable modules.
Already a customer? Request more information from your contact person.
