Financial Services · Insurance

Multi-Policy Bundle Opportunity Screening

Identify single-policy customers who may benefit from bundling, routing to an agent for the actual recommendation.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Screens single-policy customers against common bundling patterns relevant to their situation, via the policy system's cross-product data — never quoting or recommending a specific product.
  2. Sends an informational invitation to discuss options with a licensed agent.
  3. Books the consultation if there's interest, written to the CRM.
  4. Logs the screening for agent prioritization.

Data sources

Policy administration cross-product data

What it targets

  • Screened opportunities offered a consultation Target 100%
  • Consultation-to-bundle conversion Target 25%