Squirro Commercial Insurance Application

Do more.
Lead Generation & Product Recommendation

Boost your business by using augmented intelligence to gain a better understanding of your customers and their requirements.

Squirro Commercial Insurance Application makes it easy for you to proactively discover new business opportunities, create new leads and refine the product recommendation for your clients. It does that by connecting to any internal and external, unstructured and structured data sources and extracting key insights about your customers and prospects. These insights are then presented to you on comprehensive CRM dashboards.

Squirro enhances your customer relations with augmented intelligence by delivering you client insights in real-time from any data source.

Check out how the Commercial Insurance Application works.

Application Outcomes:

1.

Lead Origination

Squirro for Commercial Insurance offers you the opportunity to adopt a much more pro-active approach to lead generation by leveraging our data-driven recommendations within your CRM. With the insurance sector heavily dependent on brokers and market developments, the ability to take action for new business and lead generation is critical. Our Commercial Insurance application manages internal data such as CRM history and policy detail, alongside external sources including premium insurance data and news feeds. The majority of this data is not only unstructured but also distributed over various silos – therefore, making sense of it is a time-consuming and often inefficient task. Our solution adds structure to this data and identifies a wide range of events and catalysts that can trigger new business opportunities.

2.

Client, Account, & Market Cockpit

Our Commercial Insurance application provides you a comprehensive client cockpit consolidating relevant information and extracting insights from all your internal systems and external data. This results in a significant increase in conversion rates and relevant client interactions at the right time to drive your lines of business. Since Squirro does not only bring all your client-related data together but merges it with the information retrieved from your CRM system, it provides a comprehensive 360° view and insights for each of your customers. Squirro’s client cockpit is thereby not only providing you with all available internal information about your client, but it also integrates a client-specific market perspective by connecting relevant external news and filtering them down to the relevant events. All this data is not only consolidated but also analyzed and relevant insights are presented to you in the context of every client or your client portfolio.

3.

Product Recommendation

Based on the analysis of all structured and unstructured data available to you from internal and external sources, you can enhance your business by recommending hand-picked products to your clients at exactly the time when they need them. Additionally, the comprehensive client cockpit helps you to spot opportunities for up- and cross-selling through product recommendations. Squirro makes it easy for you to be more pro-active by not only identifying the most suitable product for your client but also by giving you the confidence based on Squirro’s insights on why that product suits the requirements of your client.

BenefitsCEO General AgencyHead of SalesRelationship ManagerClient Manager
Increase revenue
Shift to pro-active business generation model
Uncover hidden business opportunities
Improve profitability and efficiency
Strengthen client relationships
Get client and market insights
Save hundreds of hours of research

Augmented Intelligence Model for Commercial Insurance

Highlights

Lead origination

Product recommendations

Client Cockpit & Meeting Preparation Dashboard

Increase number of leads for commercial insurance

Increase up- and cross-selling

Benefits

Increase revenue

Shift to pro-active business generation model

Uncover hidden business opportunities

Improve profitability and efficiency

Strengthen client relationships

Get client and market insights

Save hundreds of hours of research

But why don’t you find out yourself?

Resources

Insurance and the Power of Augmented Intelligence

Testimonials & Use Cases

Watch this video and learn how our customers are using Squirro in their business context

How the Insurance Industry benefits from AI-driven unstructured Data Analysis