Rising customer expectations pose a challenge. For insurance and financial matters, customers expect top-quality advice. Especially in cases of damage, the handling should be uncomplicated and swift.
On this Industry Page, you'll find:
- A Superchat product mockup
- Examples of using WhatsApp for insurance and financial services
Automated Messages with WhatsApp - powerful and efficient
In addition to utilizing the world's largest messaging platform, WhatsApp offers numerous ways to streamline your sales process. One option is to integrate tools like Zapier, which allow you to automatically send WhatsApp messages to new prospects and leads.
With Superchat and the WhatsApp Business API, sending text messages is also 100% GDPR-compliant. Therefore, you no longer need to worry about data protection when communicating with your customers via chat.
Overview of all messages in the Universal Inbox
Organization and structure are crucial to avoid losing track. Email inboxes are often chaotic and your messages could even end up in spam folders, not reaching the desired outcome.
Superchat offers you a Universal Inbox for all your channels, including WhatsApp and email. You can adjust it to your preferences and structure it individually with different mailboxes for various processes.
For instance, you can add labels to conversations or move chats to "completed." Moreover, you can assign conversations to specific employees since Superchat allows multiple employees to handle customer inquiries simultaneously.
This way, you can always keep track of current tasks.
Appointment reminders via WhatsApp Newsletter
Missed appointments always result in wasted time that could have been used differently. Often, customers forget their appointments simply because they don't have them on their calendars.
Therefore, you should always remind your customers of upcoming appointments. Reminders via email may end up in spam folders, failing to serve their purpose. By sending WhatsApp newsletters, you ensure that your message is guaranteed to be received.
Even if a customer cancels at the last minute, you still have the opportunity to reschedule the appointment or allocate time to other tasks.
This way, you waste less time and reduce the number of missed appointments.
Faster customer contact for better service
When customers have a query, nothing is more frustrating than busy phone lines or waiting endlessly for a response via email. With WhatsApp, customer inquiries are handled promptly, boosting satisfaction among existing customers and enhancing the chances of closing deals with new customers.
Authentic Google Reviews - The key to success
Google is the first touchpoint with potential customers. Therefore, your company must present itself well online.
Just imagine briefly browsing the internet for new headphones, for instance. If you're not loyal to a particular brand, you'd likely lean towards products with many good to excellent reviews.
The same applies to your target audience seeking a new insurance or financial advisor. With Superchat, you have the opportunity to gather authentic Google reviews from your customers. This enhances your visibility on Google on the one hand and, more reviews also lead to more new customers.
Success stories from the financial services industry
Superchat is used by over 3,500 companies to grow their revenue through messengers like WhatsApp. Discover how companies in the financial service industry, like insurance brokers, are using Superchat and learn from their strategies for success.
Allianz General Agency Völker Finance is a specialist in mortgage financing, financial investments and insurance. Discover how Völker Finance reduces service handling time by 60% with Superchat by automating processes and integrating WhatsApp into their existing tool stack.
Duratio is a broker of personal and home loans. On its digital platform, interested parties can easily submit loan applications, which are checked and approved by Duratio. Duratio acquires new customers on its own, but also partners with other large platforms. Read how Duratio doubled their conversion rates with Superchat and WhatsApp Business.