"A company's AI strategy is only as good as its data strategy"
Parker Harris, Co-Founder and CTO, Salesforce
Having ALL of your data policy data PLUS your CRM data about your customer at your finger-tips means REAL-TIME, personalized up-sell opportunities - for each agent as well as customers interacting with you digitally.
Recommend adding the RIGHT insurance - such as umbrella or life - at the RIGHT time - like at a life event - for the RIGHT price - using Veruna to market and place insurance.
When ALL of your Lines of Business are in the SAME system in REAL-TIME, cross-sell marketing campaigns, sales campaigns and opportunities are immediately there to see and close!
Cross-sell Group Benefits to your Commercial Lines clients or add-on Personal Lines for your favorite business accounts!
No matter who attends the customer, that team member can inform and advance a customer's request without being passed around, placed on hold or left feeling undervalued.
Superior service for superior retention.
Personalizing Customer Experience
Use Salesforce's POWERFUL Einstein GPT capabilities to auto generate personalized messages for prospect and new business sales communications as well as auto generating agent chat and email communications for personalized and speedy servicing.
"Now, with Data Cloud and Einstein AI native on the Einstein 1 Platform, companies can easily create AI-powered apps and workflows that supercharge productivity, reduce costs, and deliver amazing customer experiences."
Parker Harris, Co-Founder and CTO, Salesforce
Cite: https://www.salesforce.com/news/press-releases/2023/09/12/salesforce-platform-news-dreamforce/
Video and Einstein (c) 2023 and TM Salesforce.com, Inc.
Ready to find out how this helps YOU or your customer? Let's get started!