AI Customer Service Platform forInsurance Brokerage
Managing client inquiries while negotiating optimal coverage? ThriveDesk’s AI customer service helps insurance brokers handle questions about policies, claims procedures, and premium information automatically. Our AI tools provide instant responses about coverage options, carrier relationships, and documentation requirements – even during renewal seasons. Improve client satisfaction with responsive communication while your brokers focus on securing the best insurance solutions.
ThriveDesk AI transforms client communications for insurance brokers by providing immediate responses to common inquiries. Our solutions handle everything from policy explanations to claims guidance, letting your insurance specialists focus on carrier negotiations and coverage optimization.
Instant Policy Information
Provides clear explanations of coverage types, exclusions, and policy features.
Claims Process Guidance
Outlines filing procedures, required documentation, and timeline expectations.
Premium Calculation Factors
Communicates the variables that influence pricing, discount opportunities, and rating factors.
Carrier Relationship Information
Shares appropriate details about insurance provider partnerships, markets, and specializations.
ThriveDesk AI helps insurance brokerages deliver exceptional service while managing policy placements and renewal operations. Our tools ensure clients get fast, accurate information while your brokers focus on customizing insurance solutions.
Certificate Request Processing
Efficiently handles evidence of insurance needs, verification requests, and documentation issuance.
Policy Change Management
Assists with modification requests, endorsement needs, and coverage adjustments.
Risk Improvement Guidance
Provides general loss control suggestions, safety recommendations, and risk mitigation information.
Market Comparison Information
Shares insights about coverage variations, carrier differences, and competitive positioning.
Renewal Timeline Communications
Keeps clients informed about upcoming dates, information needs, and remarketing opportunities.
Regulatory Compliance Updates
Provides information about insurance requirements, mandatory coverages, and industry regulations.
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ThriveDesk has everything your team need to solve customer issues, faster
Everything you need to elevate your team’s email management and make them more productive, whether you have a team of 5 or 50.
Spam filtering
Remove clutter by automatically directing spam messages to a spam folder.
Default status update
Automatically update the status of tickets as ‘Pending’, ‘Active’, ‘Closed’ as soon as a team member opens it or makes any changes to it.
Multi-channel support
Support using email, live chat, contact form & API.
Auto BCC
Automatically send a copy of all outgoing conversations to a specified email address.
Canned replies
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Conversation report
Understand your team’s bandwidth and the biggest issues faced by your customers. Learn key metrics like: Number of conversations received vs closed, When your team is the busiest and which agent is performing the worst.
Snooze
Have tickets reopen automatically at a specified time in the future (similar to the snooze feature in your phone’s alarm).
Keyboard shortcuts
Perform repetitive tasks quickly and manage ticket resolution on the fly by using keyboard shortcuts.
Contact history
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Happiness report
You can view the overall happiness score of the service and also the individual happiness score of each member through the happiness report. The report also provides reasons for the ratings and reviews posted by customers.
Company report
Get insights on how much of your company’s sales revenue was influenced by ThriveDesk. You can also use the company report to gain useful insights on trends and problem areas to optimize your processes better.
Auto-responders
Set up automated acknowledgement emails or other auto-responders once a ticket is submitted. The most vital step to ensure customer satisfaction is getting an automated acknowledgement email set up as quickly as possible after the submission of a new ticket. This allows customers to feel more confident knowing their issue has been logged with us immediately and we're taking care of it right away!
Performance report
This report shows you the number of conversations that were assigned to each team or team member, the average turnaround time per ticket and much more.
Conversation history
By tracking recent conversation history, you can ensure that your customer has a more personal and seamless experience even if the support agent is different each time.
Connect with your existing tech stack
Integrate ThriveDesk software with tools for marketing, analytics and growth that you’re already using. Streamline repetitive tasks to gain more time to focus on things that matter.
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