Increase Efficiency Reduce Cost
Helping brokers and insurance professionals overcome the barriers to digital transformation whilst reducing costs & increasing efficiencies.
Assist sales agent to become more efficient with day to day tasks
Reduce cost-to-serve by implementing process automation
Improve retention rates and increase multi-policy customers.
Drive Revenue & Reduce Costs
Serve customers more effectively with relevant and personal experiences that increase customer acquisition and maximise cross and upsell opportunities.
Improve Office efficiencies
Digitalise and automate policy renewals with ease
Digital marketing for insurance agents can be heavy on resources. Ensure your company is proactive with upselling and renewal activities by sending policy-specific and personalised emails to auto-renew. Explore what works for your business with customisable communications solutions.
Integrate and synchronise your backend systems with Circulator, removing the “resource intensive” process of transferring data. We can help free up internal resources to concentrate on business development as well as reducing the cost to serve specifically in your postal & phone bills.
Increase your customer
Most brokers and insurance companies perform quite poorly in between the stages from policy purchase to renewal. Ensure you have relevant touch points along the customer journey to keep front of mind and nurture your customers back with confidence.
Own your customers: Importance of cross selling
Cross selling is proven to not only increase revenue and save time, but it also boosts customer retention and satisfaction. Circulator can automate cross selling with or without a renewal date for secondary product types. Simply trigger a workflow that creates email or sms journeys to introduce new product lines to existing customers.
Integrate with your Management system
Integrated with Applied's Relay, eQuote and CRS24 both onsite and in the cloud allows Circulator to assist brokers with time consuming operations such as automating receipts, credit control and documents chase. Schedule hourly, daily or weekly reports in Applied to push data to Circulator allowing brokers to automate customer communications: cross-sell, upsell, retention, renewals, NTUs and win backs.FIND OUT MORE
Brokers working with circulator
"Renewal numbers have increased by over 50% from 2020 to 2021. By implementing early renewal notifications using both email and SMS our numbers have significantly increased.
We also get full visibility on how our customers are engaging with our communications."
"We have fully automated and digitised our renewal process across all personal lines products. Our renewal process is now a series of emails determined by behaviour and policy renewal. Our digital communications assist with driving customers to our online portal which reduces our cost-to-serve and improves our customer's experience."
"We rely heavily on Circulator for high volume and quick turnaround SMS communications. We use their SMS application to send renewals, quote chasers, win back, lapsed and localised communications. Circulator is a key partner in driving both online and offline sales for us. We have recently started to use Circulator for our own internal staff communications."