insurance & social security
Journey with agility, governance and trust for Insurance & Social Security
Compliance billing and retention rules and negotiations on WhatsApp with 24/7 AI and omnichannel CRM
Compliance billing and retention rules and negotiations on WhatsApp with 24/7 AI and omnichannel CRM
Regulatory requirements call for traceability, auditing, and communication governance. Consent and data control are critical to operating at scale.
AI and automation accelerate service, self-service, and relationship journeys. The advantage comes from integrating data, channels, and operation with consistency.
Personal data and documents increase exposure to fraud and leaks. Security by design, access control, and auditing underpin trust.
Teams handle peaks and complex cases with a demand for precision and empathy. Automation and copilots increase productivity and reduce rework.
Insured persons and beneficiaries require clarity, agility and continuous monitoring. Claim and post-sale friction led to litigation and loss of trust.
Income fluctuations increase the risk of delay, cancellation, and loss of persistence. Targeted actions and efficient collection protect portfolio and revenue.
Products become commoditized and the price dispute puts pressure on margins. Retention, personalization, and cross-selling elevate LTV without depending on a discount.
Operation with a unified history to reduce rework, accelerate negotiations and increase resolution in claims and relationships.
Messaging for queries and requests with traceability and metrics, reducing friction and supporting high volume with control.
Omnichannel rule with structured negotiation to reduce default and cancellations, while maintaining experience and predictability.
Segmentation and automation to act before the churn, activate renewal and expand cross/upsell with communication at the right time.
CUSTOMER SERVICE
WHATSAPP BROKER
CHATBOT
MARKETING AUTOMATION
SOCIAL MONITORING
SALES automation
performance agency
Learn about successful cases of companies in the segment that use our solutions and have achieved great results!
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Understand how Marketing Suite, our platform specialized in martech, met the entire standard of service provided by Claro's support team, contributing to achieving engagement rates of up to 35% higher compared to the previous period (YoY).
Read the full caseUnderstand how Marketing Suite, our platform specialized in martech, met the entire standard of service provided by Claro's support team, contributing to achieving engagement rates of up to 35% higher compared to the previous period (YoY).
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How EnergisaPrev used automation on WhatsApp to increase satisfaction and improve service efficiency. The complete case includes performance clippings, the learning from the optimizations, and the next steps of the project.
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Streamline claims requests
Respond to WhatsApp with compliance
Retain with smart journeys
Reduce default with omnichannel billing
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