There are many touch points for insurance providers to take a lead right through to a conversion. To make this process as easy as possible, insurance providers need a dialler that can handle multiple layers of communication from different channels.
Primo has designed a dialler for insurance providers which can integrate with multiple platforms such as calls, social media, SMS, and email. Keeping case information all in one place and allowing agents to easily track cases.
Inbound calls in the system can automatically screen pop data to display any past interactions and allow users to confirm security details.