INSURANCE AND
PENSION

Challenges

One of the biggest challenges in this segment on daily basis is the fragmentation of interactions. With so many channels available – such as telephone, email, chat, and social media – it can be difficult to have a clear and unified view of each customer, which ends up harming the quality of service.

Another common need is the management of complaints and claims, which often involves long and complicated processes, leaving customers frustrated and dissatisfied. In addition, differentiated service can keep customers loyal, reducing costs and increasing the company’s responsiveness.

And we cannot forget about monitoring reputation and customer feedback. Understanding how they see the brand and responding quickly to criticisms and suggestions is essential to ensure that the company is always in tune with market expectations.

SOLUTIONS

To offer the best service in your customer journey, PLUSOFT OMNI CRM offers a unified view of all customer interactions, through 14 channels. It facilitates the monitoring of claims processes and customer service in a more efficient and personalized way, while PLUSOFT SOCIAL centralizes social media interactions and monitors the brand’s reputation in real time, allowing for quick and informed responses to customer concerns.

And when it comes to operational efficiency, PLUSOFT AI chatbots come with AI, offering 24/7 service, resolving customer doubts and questions instantly, and promoting the sale of insurance products in a personalized way. PLUSOFT HIKE efficiently manages internal processes, such as claim approvals, through a real-time monitoring platform, increasing agility and reducing errors.

Want to retain customers and stay ahead of the competition? PLUSOFT MKT SUÍTE uses AI to personalize marketing campaigns based on customer behavior, increasing customer retention and satisfaction.

Plusoft helps you acquire new customers for your portfolio and provide quick service in your preferred channel.

AND PROVIDE A
SERVICE
FAST ON YOUR
PREFERRED CHANNEL.

SUCCESSFUL
PARTNERSHIPS

These are some of the clients in the Insurance and Pension sector served by Plusoft

Ours
Products

With Plusoft Omni CRM, Plusoft AI, and Plusoft Social, your operations are centralized, automated and monitored in real time, offering exceptional service that guarantees customer satisfaction and loyalty.

To learn more about each of our solutions in detail, click below.

Costumer Service

MARTECH

Social networking monitoring

Sales Force Automation

Collection

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We will be happy to assist you!