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EZSale and Insurance

Problems in the field

Hard to find customers who really need insurance

Hard to find customers who really need insurance

Bored telesales personnel easily jump jobs because of difficult operations, customers do not have much sympathy for the industry, leading to low closing rates

Bored telesales personnel easily jump jobs because of difficult operations, customers do not have much sympathy for the industry, leading to low closing rates

Data overload in peak season when there is not enough staff to run. Large volume of data, too much junk data

Data overload in peak season when there is not enough staff to run. Large volume of data, too much junk data

Unable to control sales and telesale customer care calls, the cost of the telephone switchboard is high.

Unable to control sales and telesale customer care calls, the cost of the telephone switchboard is high.

 SEARCHING CUSTOMER ENGINE

 

  • EZSale automatically collects and searches customer data interested in insurance by pasting product links on customer search tools.
  • Tools will automatically filter out customers who want to buy insurance by listening to what customers say about insurance on fanpage and group channels.
  • Identify the customer’s touch points and motivations when buying insurance such as worrying about the health of themselves and their families, preventing illness, old age, future illnesses,…

Callbot Virtual Switchboard

 

  • Callbot system is capable of making up to 5000 calls/day
  • Automatically classify garbage data effectively according to customer needs with insurance packages based on business requirements and scenarios
  • Callbot helps reduce work load, boring repetition for employees, thereby improving motivation and interest in working.
 TELESALE ONLINE TEAM

 

  • Timely replenishment of a telesales team with rich experience and expertise in insurance products such as maternity, sickness, occupational accident, retirement, survivorship insurance, etc… during the peak season.
  • Quickly solve large amounts of stagnant data, increasing the opportunity to sell many insurance products to sales staff.

CRM SYSTEM + SMART CALL CENTER

 

  • Divide customers, work right on the mobile app, avoid data loss and secure customer information between sales.
  • Control the number and quality of calls that the consultant makes for each group of customers with different types of insurance.
  • Play back the recording files at any time, optimize the scenario for each different type of insurance.
  • Optimizing costs compared to renting and installing an external switchboard

Benefit

Increase leads quickly and with quality

Increase leads quickly and with quality

Bringing many sales opportunities in the insurance field

Bringing many sales opportunities in the insurance field

Save time and costs in finding customers, recruiting and training telesales staff.

Save time and costs in finding customers, recruiting and training telesales staff.

Manage consultant personnel, system deployment and operation costs.

Manage consultant personnel, system deployment and operation costs.

Increase the opportunity to sell quickly and strongly

CASE STUDY