Maximize conversión of digital pricing and insurance sales journeys
Create conversational flows that allow you to focus on what is most important: selling.
Financial institutions that trust Truora
Create automated conversational flows to grant life and non-life policies
And connect with your potencial clients where they already are
Profile your customer and optimize
conversation management by efficiently collecting key customer information
Validate if your costumer if trustworthy
by adding background checks and identity validators in the chat
Provide the appropiate insurance
adapted to the specific necessity and with the best user experience
From the first click, al through the final purchase of an insurance
Draw in more customers with conversational flows that gather the necessary information to provide the right insurance to the correct client, applicable to any digital journey your clients follow.
- Identify and qualify customers
- Sell or renew life and non-life insurance policies
- Reimbursement requests and claims reporting
- User support and frequently asked questions
- Recover lost users in the sales funnel
Create automated conversational flows that allow you to:
- Take control of the conversation with an agent the moment you need to.
- Visualize the sales funnel in real time so your agents can manage and make decisions.
- Add identity validation components, simplifying the proces and creating secure interactions.
Save costs and improve the user experience
With Truora you simplify your operation and boosts your agent's productivity with technology that allows them to eliminate repetitive operational activities.
- Save time and avoid displacements by digitilizing the interactions with your clients.
- Automate payment reminders and responses to frequent questions with the help of AI.
- Simplify the signing and sending of documents and contracts at the moment of closing the sale of a policy..
Ensure security and trust: automate your onboarding and validation in LATAM.
Learn how Truora tackles industry challenges
Our team of experts is ready to support you every step of the way
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