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Insurance

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

itau bcp global seguros asulado sofia itau bcp global seguros asulado sofia
Incorpora y verifica usuarios con una experiencia rápida
Secure Infrastructure

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

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
From the first click, al through the final purchase of an insurance

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.
Create automated conversational flows that allow you to:
Save costs and improve the user experience

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..
Save costs and improve the user experience

Ensure security and trust: automate your onboarding and validation in LATAM.

Iso 27001
Iso 27017
iso 27018
IEC 30107-3 LEVEL 1
IEC 30107-3 LEVEL 2
nist
ISO 19989
Partner-AWS Truora

Learn how Truora tackles industry challenges

Our team of experts is ready to support you every step of the way

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