Agents

Mail Agent

The Mail Agent writes hyper-personalized emails based on customer data, as if they account managers written directly by the account managers .
Emails are sent on behalf of the personal account managers by default, unless otherwise configured.

Functionality

• Automatic check-in mails and personal messages to customers

• Application of modules such as Top Defend and/or Top Sales in email communications

• Ability to add the Chat Agent for an 'insurance check'

• Alternative: direct link to booking page for directly scheduling appointments with consultants

Chat Agent module (optional)

• A customer can do an insurance check directly via chat after receiving the mail

• Client can explain his/her situation in the chat, and answer additional questions about whether his/her situation has changed

• If desired, schedule an appointment with the account managers

• The chat conversation report will be available to account managers, as will the scheduled appointment.

Without chat module

• All communication is via email and/or portal

• The account managers take over, supplement, or follow up on the contact where necessary.

Advantages

Top DefendTop Sales modules become scalable:
The agent automates proactive and relevant customer approach from these modules

Freedom to schedule appointments:
Customers choose when they want to contact their account managers schedule an appointment.

Smart follow-up:
When a customer does not respond, the Top DefendTop Sales is added to the task list after a few weeks, so that account managers can account managers actively contact them.

Please note:
All of the above functionality is currently only available to residential customers.

Free trial

Would you like to try out Top Defend Agent? Request a free trial now from your account manager.