Our Services

Cross-Selling Automation

Do More with Your Existing Customers!

Many customers only purchase mandatory policies; however, they often also need complementary insurance products like health, home, or vehicle coverage.
Cross-Selling Automation analyzes your customer portfolio’s insurance history, identifies missing products, and presents ready-to-sell opportunities to you.
You can also create personalized campaign or information messages for each customer, either in written or voice format.

What can you do with this service?

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Customer Portfolio Analysis & Product Gap Detection

– AI scans each customer’s past insurance policies.
– For example: It detects cases like “Has traffic insurance but no home insurance.”

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Automated Product Suggestions & Value Highlighting

– Tailored benefits and value-based messages are prepared for the missing product.
– For the customer: Messages like “You don’t have X policy, you’re missing out on these benefits” can be generated.

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Voice or Text-Based Informative Messages

– The customer is informed via WhatsApp, SMS, or Telegram.
– If desired, the message can be sent as a voice message.

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Sales Guidance & Follow-Up Process

– When the customer says “Yes, I’m interested,” you are notified immediately.
– This way, the sales representative directly reaches a hot lead.

Who Is It For?

🔹 Insurance agency owners & managers – Professionals who want to save time and avoid missing sales opportunities.
🔹 Small to medium-sized agencies – Businesses aiming to manage operations more efficiently without additional staff.
🔹 High-traffic insurance operations – Companies seeking to receive reports automatically instead of manually.

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How Long Does the Manual Process Take?

Manual process for identifying cross-selling opportunities per customer:
🔍 Policy history review: 10–15 minutes
🧠 Missing product analysis & suggestion generation: 10–15 minutes
✍️ Creating an offer or message: 10 minutes
📤 Communicating & following up with the customer: 10–15 minutes
Total: 40–55 minutes per customer

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What Do You Gain with AI?

✅ The same steps are completed in under 60 seconds
✅ Cross-sell analysis for 100+ customers can be done in a few hours
✅ Sales opportunities are listed automatically—no potential is missed
✅ Customer communication is prepared in voice or text format
✅ Sales reps focus only on “hot” leads

Generate New Revenue from Existing Customers

– Go beyond mandatory insurance policies
– Automatically identify gaps in insurance coverage
– Personalize your offers and boost your conversion rate

🎯 Grow your sales volume without looking for new customers!

Financial Gain

Manuel çapraz satış sürecinin ortalama maliyeti:
– Her müşteri için analiz ve teklif süreci: $10–15
– Kaçırılan fırsatların haftalık toplamı: $100–300+

AI çözümle:
– Günde 100+ müşteri analiz edilebilir
– Haftalık onlarca satış fırsatı önünüze gelir
– Yatırım maliyetine göre çok daha yüksek dönüş sağlar

📌 Tahmini veriler sektör geneline göre oluşturulmuştur, müşteri hacmine göre değişiklik gösterebilir.
📩 Çapraz satış stratejinizi akıllandırmak için bizimle iletişime geçin.