Sven Jäger works as an independent sales representative at Allianz in the insurance sector. As the owner of his own agency, he primarily uses Superchat for inquiries related to specialized areas such as dental insurance and pet health insurance. Additionally, he utilizes the tool for prequalifying existing clients who often have similar questions. This automated prequalification saves a significant amount of time for his agency.
When he founded his agency in 2017, Sven's team consisted of nearly eight people, including a secretary, employees, and agency partners. Initially, they used WhatsApp with PC mirroring, which proved problematic since only one person could write at a time, and other users would be automatically logged out.
Two years later, WhatsApp Business was introduced, allowing usage on up to five devices. To improve teamwork and integrate effective team management, Sven sought a solution that would enable his agency to handle multiple inquiries simultaneously and automate recurring topics. Eventually, they discovered Superchat, tested the tool, and have since used it extensively to optimize their processes.
Three Favorite Features of Allianz Sven Jäger
- Feature: Integration
- Feature: Labels
- Feature: Templates
Sven particularly appreciates Superchat for its seamless integration of automation and multi-user functionality. A major advantage for him is the ability to automatically process inquiries through Make. When a message comes in from Facebook, it is directly integrated into Superchat, labeled, and responded to with a template. This automation saves time and significantly reduces manual effort.
Additionally, using templates for common inquiries and appointment scheduling ensures professional and efficient customer communication. Sven also highlights the flexibility of the chatbot's automations. These features contribute to his team working efficiently while providing high-quality customer service.
How Allianz Sven Jäger Benefits from Superchat
-Professional Customer Communication: The ability to use engaging and well-structured templates for various needs, such as appointment scheduling and quotes, enhances customer feedback and interaction.
-Efficient Handling of Inquiries: Superchat allows for the automatic integration of inquiries from various channels, such as Facebook, and systematic processing, making handling more efficient.
-Reduction of Manual Effort: Features like reminders and the automation of inquiries significantly reduce manual effort, increasing team efficiency.
-Automation of Text Modules: By utilizing templates, frequently recurring inquiries can be answered automatically, simplifying the prequalification of existing customers.
-Multi-User Functionality: Superchat provides a solution that enables multiple users to work simultaneously on a chat, which was not possible with other systems like WhatsApp in the past.
-Integration of Automation Tools: The integration with Make and the Superchat AI chatbot allows for the automation of workflows.
How Allianz Sven Jaeger uses Superchat
Superchat Integration for Efficient Processing
Sven primarily uses the Make integration of Superchat. The process begins when an inquiry from Facebook is automatically saved in Google, where a contact is created and labeled accordingly. This contact is then imported into Superchat, where it receives a label and is contacted using a predefined template.
The entire process involves a series of steps that are repeated about five times, including a waiting period before the message is finally sent. This automated integration optimizes the entire communication process and ensures efficient handling of inquiries.
WhatsApp Templates for Appointment Scheduling and Quotes
Sven mainly uses WhatsApp templates for appointment scheduling and sending quotes. The appointment templates allow customers to either call directly or book an online appointment.
For quotes, he uses a different template that provides customers with a PDF file containing the quote and allows them to choose from three options:
- I'm interested
- Leave me alone
- Please give me some time
These templates are professionally designed and ensure that communication is well-received by customers.
Additional Features of Superchat
In addition to templates, Sven also uses the Superchat AI chatbot, which he considers an indispensable assistant. The chatbot effectively helps answer standard questions and automates many processes. One of its main features is customizing the chatbot to the business's opening hours: outside of operating hours, customers automatically receive a response, and their inquiries are pre-qualified the next day. This automation significantly reduces manual effort.
Additionally, there is a "Reminders" function, which is important when Sven needs to postpone a chat and wants to follow up later. These practical features have proven to be very valuable and contribute to his enjoyment of using Superchat. And he is not alone in this; there are already hundreds of insurance agencies successfully using Superchat for their customer communication.
