Policy Management

Policy Management

Enable instant, direct access for customers looking to review new policy options and update current policies.
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Streamlined Customer Connections

Simplify and streamline every customer interaction with instant, automated customer access. On-Demand App technology is the fastest way to view and change policy details and the guide customers to new policies.
Automates tedious processes, freeing live agents
Lowers contact center costs by reducing calls to agents
Reduces Average Handle Time (AHT)
Targeted revenue growth opportunities
Improves customer experience
Revolutionary Zappix technology turns customer service interactions into state of the art self-service experiences, smoothly guiding callers directly to the solution they need.
Frictionless Policy Management experiences consistently earn Net Promotor Scores (NPS) over 85, and successfully resolve almost every customer service call forwarded to them. Fast, successful, and enjoyable interactions increase customer satisfaction and loyalty, growing Customer Lifetime Value (CLV) as a result.
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zappix robotic process automation RPA Cuts to the chase
The Zappix Policy Management solution leverages Zappix Robotic Process Automation (RPA) bots built specifically for customer service applications.
Purposeful, intelligent automation integrations make Zappix interactions lightning fast and relieve pressure on your live customer service representatives. Capturing the vast majority of tiresome, repetitive customer service calls, live agents are free to focus on more high-value interactions where their expertise can be best put to use.
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Flexible CX, perfected for your customers.

Zappix Policy Management puts the power to take action directly into your customers' hands. When customers select options from menus built in the drag-and-drop Zappix Studio, state of the art API integrations and Zappix RPA bots connect to your backend databases, CRM, and third-party systems to automatically keep your records up to date.
Make sure your menus and integrations are perfectly tuned to your customer needs. Menu tweaks and edits take seconds to complete and become instantly available to all of your customers.

Outbound Engagement

Sometimes the best customer experiences are prompted by proactive solutions. Reach out to customers at exactly the right time to properly manage existing policies and encourage prospects to purchase a new policy.
Zappix intelligent Outbound Engagement platforms connect to customers at exactly the right time through whatever channels create the best results. Automatically send targeted messages through SMS, email, robo-calls, and other digital channels to advise customers and connect them to immediate solutions. Intelligent retry logic bots learn which channels work well and automatically make sure your business communicates effectively.
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Targeted Banners

Add promotional banners to your Visual IVR and On-Demand Apps to increase revenue while Zappix automation streamlines customer care and increases customer satisfaction.
Specify various triggers so your banners target the perfect customer or prospect to add value to their interaction and increase sales. Change out promotional campaigns on the fly with the best in class drag-and-drop Zappix Studio and publish your newly designed banners instantly thanks to cloud-based Zappix systems.


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Fact Sheet
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Power Of Visual IVR
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Four Pillars of Successful Visual IVR
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Aiming For Evolution:
Digital Transformation for Insurance Customer Care
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Fact Sheet