White Paper

Mastering the digital customer journey: smarter insurance sales with AI

Our experts show you how to boost your lead conversion and profitability by using Salesforce Data Cloud and Agentforce in the right way.

Smarter insurance sales with AI

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Lead management in the digital age

The insurance industry is undergoing a digital transformation: while brokers and agents used to dominate sales, customers today expect seamless digital experiences. 69% of policyholders research online before making an appointment.

These digital interactions leave valuable data – but only those who use it in a targeted way will remain competitive. In our white paper, you will learn how to overcome typical challenges along the customer journey and how to leverage the full potential of your data.

Using a practical example, our experts show how modern technologies are revolutionizing insurance sales.

The key technologies for your success

To use customer data in a targeted way and to automate sales processes, our experts rely on:

With the Salesforce Data Cloud, you can bundle all relevant data on a central platform. This provides you with valuable insights into your customers' behavior and enables you to make personalized, data-driven decisions – in real time and across the entire customer journey.

Agentforce supports insurers and brokers through intelligent automation. The solution immediately answers customer queries about insurance, claims and policies and helps sales staff to efficiently manage routine tasks. This way, you can increase your productivity and significantly reduce manual effort.

With Arlanis Reply to the digital insurance sales of the future

But the tools alone are no guarantee of success. Only when used correctly will they transform your digital customer journey. We at Arlanis Reply understand the challenges of the insurance industry and offer customized Salesforce solutions for your sales success. Our experts will guide you from strategy to implementation – for measurable results and sustainable growth.

Take advantage of our expertise and take your sales to a new level.

Contact us

PRIVACY

I declare that I have read and fully understood the Privacy Notice and I hereby express my consent to the processing of my personal data by Reply SpA for marketing purposes, in particular to receive promotional and commercial communications or information regarding company events or webinars, using automated contact means (e.g. SMS, MMS, fax, email and web applications) or traditional methods (e.g. phone calls and paper mail).

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Arlanis Reply

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Arlanis Reply specializes in consulting, planning, developing and integrating Salesforce solutions and services. Arlanis Reply provides market leaders with seamlessly integrated solutions for all customer related processes for sales, marketing and services – from the initial contact to the long-term service business. Arlanis Reply configures all common Salesforce components such as Sales Cloud, Service Cloud, Community Cloud, Marketing Cloud or App Cloud, or adds individual programming with Heroku if required. With Mulesoft, Arlanis Reply provides an integration technology which allows you to develop, build, analyze, manage and monitor APIs and custom point-to-point integrations. In doing so, Arlanis Reply relies on agile project management methods and a project approach optimized for Salesforce introductions, which ensures maximum flexibility