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Portal

Portal

Portal

Top Sales

Increase sales performance with the Top Sales module

Top Sales is the AI model that predicts for each customer which additional insurance product has the highest chance of success. In doing so, it supports account managers in the targeted increase of policy density with existing customers.


How does Top Sales work?

Based on customer characteristics, existing products, external data and closing behavior of similar customers, the model predicts which product is most likely to be closed by the customer in the next 12 months.

Output includes:

  • The recommended product type

  • The probability that the customer will close the product

  • The reasons why this product has been identified as relevant

  • Possible timing and triggers (e.g., change in family composition)


How do the predictions come about

  • How long do we look back

  • What exactly are we looking at?


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