InstantLifeDemos for insurance brokers - you advantage in digital sales

The age of digital sales more and more reaches the insurance industry. With the difference that most clients are way more ahead compared to the broker as they go online, search for the solution they like and inform themselves outside of the old structure of offices and areas.

The situation - customers are online

Insurance customers inform themselves more and more online, send their request by email or even by messenger and expect a fast and competent reply.
This means insurance brokers need to spend way more resources on their digital presence leading to costs for a state of the art website, Social Media marketing, Search Engine optimization.
But as fast as they come to your website, as fast are they gone. Especially for potential new customers that are interested in an insurance solution or have a question about prices and terms, a super-fast and competent reaction is more important than ever.

But how does a practical solution look like once a customer contacts an insurance broker via his/her website or on the phone? How can insurance brokers practically advice the customer and discuss contract details or conditions of the insurance contract when not being in the same place. Is this even possible without an appointment? Yes, and here comes the solution!

Answer your customer request directly from your website

We offer you a new software tool for InstantLiveDemonstrations and InstantLivePresentations tailor-made for exactly the situation.
Out tool complements the toolbox for the digital sales strategy for insurance brokers. It solves the fundamental problem for insurances to archive fast and efficient conversions over the digital channel while maintaining a good customer relationship.

Here is how it works: The customer requests an InstantLiveDemo directly e.g. over the website or from an email you sent. Once you get the request, your team can directly enter into the conversation. A real-time alert informs you or your team about the request and gives you the opportunity to react in two ways: to call the customer and start the InstantLiveDemo. You can do this immediately and do not have to schedule an appointment. The software layer enables you to present you insurance solution and immediately answer additional questions directly from your browser, screen or out of a software. E.g. you show your insurance solution on a share screened and explain it in order to close the sale.

A fast and informative reaction for customer requests is the key for success in sales this new tool enables your insurance office.

what users say

The shortening of the sales cycle is a key factor for success today.
InstantDemos and InstantPresentations increase the sales probability as successful software as a service companies show.

This reason makes also a perfect tool for small and medium sized companies, from IT in general to machinery tools and craftsmen.
In short everywhere there is the need to explain your product to sell it.

Response time has increased from approximately 3-5 minutes to under 1 minute for live demos. This is huge for me as a manger.

I know the customer is still engaged on the website and we can get our reps in front of them immediately to qualify, demo, and close.

Courtney McCabe Sales Manager – Salesgenie

Crankwheel is a Game Changer for me. It compliments my Speed and Quickly allows me to present my product on the fly to a live customer.
This timeliness ultimately doubles my conversion and provide even better customer service. Love it.

Kevin Dunn – Account Executive

see InstantDemo in action

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