Zenvia for Insurance - Zenvia Zenvia for Insurance - Zenvia

Make customer service more agile and humanized and improve your indicators quickly.

Centralize your company’s communication channels in one place to organize your customer service. Use automation and gain operational efficiency in your business by evolving your ticket management.

More than 300 insurance companies trust Zenvia to transform and optimize their policyholders’ experience.

Zenvia knows and meets the needs of the insurance industry

We have a complete solution that solves demands such as:

Reduce operating costs

Automate customer service with AI, intelligent triage and automatic responses, reducing costs.

Customer acquisition and loyalty

Automate campaigns and mass mailings, optimize brokers’ routines and improve support.

Streamlining claims processing

Have complete contact base management and send personalized communications in just a few clicks

Improving the service experience

Offer fluid and personalized service with AI and multiple integrated digital channels.

The complete solution to meet your insurance company’s needs

Create the best possible experience for your policyholder with connected journeys from the moment of attraction to after-sales.

Attract
Send mass communications to acquire policyholders
Promote insurance packages through multichannel blasts, sending personalized promotions and offers to a segmented customer base, according to profile, size and segment.
Recover customers who didn’t follow through with the offer
Automate the follow-up of customers who haven’t finalized the proposal, sending personalized reminders and incentives to resume contact and increase conversion.
Create campaigns with a special discount for the first month
Close more contracts and finalize insurance quotes with discounts and special offers for your leads.
Convert
Automate quotation and contract acceptance processes
Implement the automation of quotation and contract acceptance processes, facilitating the customer experience and speeding up the closing of deals efficiently.
Transfer to human care when necessary
Ensure an efficient overflow for human service, facilitating the search for information, quotes, applications and subscriptions, for more complete support.
Send personalized proposals and subscription links
Automate the sending of personalized proposals, signature links and documents, simplifying the contracting process and improving the customer experience.
Serve
Offer support for opening claims
Provide support for opening claims, clarifying doubts and guaranteeing a smooth customer experience.
Manage open claim tickets
Control the management of open claims tickets, categorizing requests and registering SLAs to ensure effective and agile service.
Centralize customer support for policyholders.
Track the entire service journey, reduce operational costs, minimize manual tasks, and ensure efficiency for your team.

The complete solution to meet your insurance company’s needs

Create the best possible experience for your policyholder with connected journeys from the moment of attraction to after-sales.

Promote insurance packages through multichannel blasts, sending personalized promotions and offers to a segmented customer base, according to profile, size and segment.

Automate the follow-up of customers who haven’t finalized the proposal, sending personalized reminders and incentives to resume contact and increase conversion.

Close more contracts and finalize insurance quotes with discounts and special offers for your leads.

Implement the automation of quotation and contract acceptance processes, facilitating the customer experience and speeding up the closing of deals efficiently.

Ensure an efficient overflow for human service, facilitating the search for information, quotes, applications and subscriptions, for more complete support.

Automate the sending of personalized proposals, signature links and documents, simplifying the contracting process and improving the customer experience.

Provide support for opening claims, clarifying doubts and guaranteeing a smooth customer experience.

Control the management of open claims tickets, categorizing requests and registering SLAs to ensure effective and agile service.

Track the entire service journey, reduce operational costs, minimize manual tasks, and ensure efficiency for your team.

For all types of insurers

Zenvia Customer Cloud is ready to revolutionize experiences in the insurance sector

Insurance brokers
Pensions
Speak to our experts
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Insurance brokers
Pensions

Offer an innovative experience for your policyholders with Zenvia Customer Cloud

Innovate at all your insurance company’s points of contact. Have all the information available in just a few clicks and increase policyholder satisfaction.

Make your presence felt on the ideal channel for your customer

Make sure your message reaches the channel your clients use most. Zenvia is the only one that offers 6 channel options to create integrated journeys, from the first contact to support service.

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Increase efficiency and personalization with the power of Artificial Intelligence

Create humanized chatbots, automate processes and generate important insights to personalize your communication with Generative AI. Let your team focus on more complex demands while Zenvia Customer Cloud works for you.

A Zenvia is the ideal partner for you to create powerful experiences in your insurance company

Everything your business needs to attract, serve and retain more customers in a single solution.

Experience your use case with chatbots

Zenvia has mastered several use cases for optimizing customer service and self-service operations via chatbots.

Complete and highly customizable solution

Create precise segmentations, efficient automations and offer continuous support, resulting in better conversion rates.

Centralized Customer Journey

Eliminate multiple tabs: our solution is unique and comprehensive for managing every step of the customer journey end-to-end.

360° view of messages and documents

Ensure a cohesive and efficient experience by integrating information from all your channels into a single solution.

Fast and Multilingual Support

We offer support for your company in Portuguese, Spanish and English, guaranteeing assistance in multiple languages.

Process automation with Generative AI

Greater efficiency and quality of service with retail chatbots created and operated by generative AI.

Robust and stable infrastructure

A complete solution that offers security and stability for operations that require continuous availability.

Mobile app to sell by cell phone

Use the Zenvia Customer Cloud app for mobile service and keep full control of operations in real time.

Assertive marketing campaigns

Make more potential clients aware of your business through campaigns on the ideal channel and at the ideal time.

ISO 27001 certification

International standard information security certification guarantees Zenvia’s reliability with your data.

Enhance your experience with Zenvia Customer Cloud through Strategic Integrations

Develop custom integrations with your e-commerce platform, marketplaces, and automation tools, leveraging the full capabilities of the API to enhance both your experience and that of your customers.

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What Our Clients Have to Say

Our other segments

Find out how Zenvia helps companies in other segments.

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Want to know more?

Chat with Zoe, our virtual assistant, and get answers to your questions about solutions, channels, and possibilities with Zenvia.

Talk to Zoe
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× Enter your corporate email below to start the conversation on WhatsApp.