Top Sales

Top Sales module

Top Sales is a combination of an AI model which does extensive analysis on your portfolio, and an action list for advisors to work on a daily level with key Top Sales customers.

The basis is an AI model that predicts for each customer which additional insurance product is most likely to be successful, based on customer characteristics, existing products, external data and closure behavior of comparable customers. This supports account managers in purposefully increasing policy density with existing customers.

How does Top Sales work?

• The model predicts by customer:

  • The recommended product type

  • The probability that the customer will close the product

  • The reason(s) for relevance

  • Possible timing and triggers (such as change in family composition)

• Output: a priority list where the probability of conversion is demonstrably higher.

Smart prioritization

Instead of cold calling or broad campaigns, Top Sales provides a targeted list of customers where the likelihood of conversion is demonstrably higher. As a result, sales teams save time, increase the relevance of their contact and improve conversion rates.

Application in practice

• Excellent for call campaigns or sales pitches

• To be used in conjunction with campaigns, newsletters or service calls

• Fully explainable so the account manager can substantiate why he or she is contacting you

For consultants: action list and practice

Action list usage (see screenshot):

• Relationship number, name, relevance (%) and potency (policies/€), segment, relationship type, profile

• Filter directly by type, office, branch, category, advisor, relationship manager or status

• View by customer:

  • Relevance of offerings

  • Potential sales and number of policies

  • Segment/profile, such as Defend, Nurture, Enlarge

• Working from a targeted list: do not approach broadly, but rather those customers with high cross-sell potential

Practice:

• Top Sales is useful for structured call campaigns, digital campaigns or service follow-ups.

• The relevance and reason for each offer are insightful (screenshots show "Next Best Policy" matrix and personal triggers).

• Simply click through to the relationship map for all context.

For managers: dashboard & insights

Dashboard viewing:

• Number of relationships in the dataset

• Potential number of new policies

• Potential additional commission

• Conversion rate (adjustable via slider)

• Insight by policy/product type into cross-sell potential, relevance, and coverage ratio

• Overviews by profile (e.g., Large SME, ZZP, Starter, Wealthy)

• Segmentation by segment (Defend, Sustain, Reduce, Engage, Enlarge, Nurture)

• Direct filters on relevant customer groups, segments and characteristics

From the dashboard:

• List of top sales, relevance percentage, customer type, segment, number of policies, commission potential.

• Next Best Policy (NBP) shows the product with the highest relevance for each customer/profile.

• The insights are organized by segment, type, profile and coverage.

Application:

• Reports for call actions, sales pitches and numerical guidance.

• Deploy in campaigns, service calls or newsletters.

• Fully explainable: for each customer, it is immediately visible why a product is relevant.