Digital Insurance Solutions
Send Alerts and Notification
New product launches
Keep your customers informed and updated about your new products. Allow them to know your products better by providing details about new policies and offers.
Policy notifications
Keep customers updated on NAV updates, changes to policy rules, changes in regulation, policy statements and other statutory information on the go.
Premium reminders
Remind customers to pay their premiums on time. Share incentives for early / on-time payment to promote desired customer behaviour.
Renewal reminders
Don’t let your customers miss out on their renewal due dates. Remind them through notifications for Insurance Renewal or Purchase, Policy status, Premium payment etc.
Promotions
Promotions and new customer acquisition
Drive promotional offers to targeted segments. Lead prospects to policy-related resources or to signup pages. Retarget based on customer action and response based on insights provided on your campaign by Karix.
Retargeting
Provide additional incentives to existing Customers to upsell/cross-sell. Provide updates on new initiatives and financial schemes.
Missed call service for additional information
Provide inbound numbers that customers can give a missed call and receive a call back from your customer care executive. This service could be used for lead generation or customer service as well.
Voice bridge with number masking
Securely connect contact centre agents with your prospective customers without exposing or compromising the personal data of your customers like their phone numbers.
Use Karix’s SmartLinks, Pushfeed Timelines and Voice Services
to enable your promotions
Enable Transactions
Automate Policy opening
Offer customers the ability to apply and secure a policy within a single session. Allow customers to provide their personal information, upload KYC (Know Your Customer) documents and obtain their new policy details and make their first payment, all without requiring any other intervention.
Cross-Sell insurance bundles
Allow customers to pick (or suggest) multiple insurance options during the customer acquisition process. Provide cost benefit analysis in real time to drive combo purchases.
Premium Payment
Provide a message with an actionable button like “Pay Premium” that will instantly lead the customer to a push feed timeline where payment can be completed. Drive on-time payments and reduce follow-up costs
Policy Statement Views
Send your customers a message with an URL that leads to a resource (web page or PDF) providing customers with their detailed policy statement.
Customer Satisfaction surveys
Obtain customer feedback across a variety of variables. Automate feedback either after every touchpoint or on a periodic basis by allowing customers to score key service variables.
Voice Bridge with number masking
Securely connect customer service agents with your existing customers for a variety of transactions without exposing customer data. This could include Premium reminders, new customer solicitation, follow-ups and customer servicing calls.
Specialist advisor-on-demand
A producer/sales agent may want to connect a prospective customer to a specialist advisor. Instead of waiting for another appointment, why not connect them immediately to one of your specialists using Karix’ voice bridge and instantly proceed to closure.
Use Karix’s SmartLinks, Pushfeed Timelines and Voice services
to enable efficient transactions
Automate Processes
New customer acquisition
Acquire new customers for all services by automating your entire marketing cycle from prospecting to engagement, targeting, re-targeting, and acquisition using our marketing automation platform.
Automate Customer Service
Provide a Chatbot interface that addresses your customers’ service needs. Automate services like information centre, clarification on policies, benefits, claims handling etc. for improved customer satisfaction
Automated Document submission
Allow customers to upload documents that may be required either for a transaction or statutory purpose. You can send a customer a message with an URL. This URL will take the customer to a Pushfeed Timeline page where they can select the appropriate document heading and upload a soft copy for the same.
Policy Statement Views
Send your customers a message with an URL that leads to a resource (web page or PDF) providing customers with their detailed policy statement.
Use Karix’s Marketing Automation Platform Use Karix’s
to automate customer acquisition and document submission processes.