Insurance Solutions – VENERA CONNECT

Send Alerts and Notification

New product launches

Ensure your customers stay informed and up-to-date on your latest product offerings. Enhance their knowledge of your products by providing comprehensive details about new policies and offers.

Policy notifications

Keep your customers well-informed while on the move by providing regular updates on NAV (Net Asset Value), policy rule changes, regulatory updates, policy statements, and other important statutory information.

Premium reminders

Send timely reminders to customers regarding premium payments, encouraging them to pay on time. Promote desired customer behavior by offering incentives for early or on-time payments.

Renewal reminders

Ensure your customers never miss their renewal due dates by sending timely notifications for insurance renewals or purchases, policy status updates, premium payment reminders, and more.

Promotions

Promotions and new customer acquisition

Effectively target specific segments with promotional offers and guide prospects to policy-related resources or signup pages. Utilize retargeting strategies based on customer actions and responses, leveraging insights provided by Venera Connect to optimize your campaign results.

Retargeting

Offer supplementary incentives to existing customers to encourage upselling and cross-selling opportunities. Keep them informed about new initiatives and financial schemes to enhance their engagement and provide them with valuable opportunities.

Missed call service for additional information

Offer inbound numbers that customers can simply give a missed call to, and receive a callback from your customer care executive. This service can be utilized for lead generation purposes, as well as for efficient customer service interactions..

Voice bridge with number masking

Establish a secure connection between contact center agents and prospective customers while safeguarding the personal data, such as phone numbers, of your customers, ensuring their privacy and data protection.

Enable Transactions

Automate Policy opening

Provide customers with a seamless and efficient process to apply for and secure a policy in a single session. Enable them to easily provide personal information, upload necessary KYC (Know Your Customer) documents, receive their new policy details, and make their initial payment, all without the need for any additional interventions.

Cross-Sell insurance bundles

Empower customers to select or propose multiple insurance options during the customer acquisition process. Offer real-time cost benefit analysis to encourage combo purchases and enable informed decision-making.

Premium Payment

Deliver a message equipped with an actionable button, such as “Pay Premium,” that directs customers to a push feed timeline where they can promptly complete their payment. By encouraging on-time payments and minimizing follow-up costs, this approach streamlines the payment process and enhances efficiency.

New product signup assistance

In case a customer requires support while setting up a new account via Pushfeed Timeline, we can provide a voice bridge to connect them with your call center, enabling them to receive real-time assistance with the account creation process.

Verification calls

Voice-bridge can be used to enable verification calls for many services in banking and securities, where the customer’s phone number is masked to ensure privacy and security.

Loyalty offers

Offer customers a convenient link to access their loyalty page, allowing them to effortlessly view, manage, and redeem their loyalty points. This link can lead them to a webpage or directly to your mobile app, enhancing their overall loyalty program experience.

Process Automation

Automate account opening

Enable customers to initiate and complete the account opening process for various types of accounts (such as savings, current, fixed deposits, trading, etc.) in one go. This can be achieved by allowing customers to provide their personal information, upload KYC documents, and obtain their account details seamlessly.

Fund transfers

Streamline fund transfers with a simple short code request. Customers receive a secure link leading to a Pushfeed Timeline where they can enter account details, complete the transaction with OTP authentication, all outside the net banking website or mobile app.

Document sharing

Allow customers to upload documents that may be required either for a transaction or statutory purposes. You can send a customer a Smart Link message. This link will take the customer to a Pushfeed Timeline page where they can select the appropriate document heading and upload a soft copy.

Customer Satisfaction surveys

Collect feedback from customers on various aspects of your service by automating the feedback process after each touchpoint or at regular intervals. You can enable customers to rate key service variables and obtain valuable insights to improve your service quality.

Automate customer acquisition

Drive customer acquisition for your services by automating your end-to-end marketing cycle, encompassing prospecting, engagement, targeting, re-targeting, and acquisition. Implement automated marketing campaigns that dynamically deliver personalized content in real-time, tailoring the messaging to customer actions and optimizing engagement.