Situation
A sales representative has just left a meeting with an SME. They identified liability, property damage and fleet opportunities, renewals due on 01/01, dissatisfaction with claims handling and the absence of an annual review.
What is said
From a phone: "Company with 35 employees, property damage with X, liability with Y, January 1 renewal date, water damage claim handled poorly last year, deductible considered too high."
What the platform does
- • Transcribes and structures the information.
- • Creates or updates the prospect record.
- • Opens an opportunity with the actual renewal date.
- • Links the relevant lines of business.
- • Schedules actions: document collection, coverage analysis, preparation of insurer submissions and follow-up.
What the sales representative sees
- • A qualified prospect that can be acted on immediately.
- • A clear view of the policies already in place.
- • Traceability of exchanges.
- • No meeting report to retype in the evening.
The pipeline finally reflects the reality of commercial activity.