NEW BUSINESS AUTOMATION

Automate new business. Accelerate your sales.

'New business' communications designed and automated to bring customers back online to complete purchase or assist sales agents chasing new leads offline.

trusted by

Automate opportunities for growth

Helping Brokers

Enable sales agents to operate more efficiently

Digitalise and automate policy renewals with ease
chase

Design campaigns that will nurture the customer

Design, develop and automate a workflow that nurtures new business leads whilst supporting your sales agents. Use email and SMS to assist the customer along the buying journey whether that be online or back to the call centre.

automate

The customer's behaviour determines the campaign

​​The right message at the right time leads to more sales. How the customer interacts with your campaigns will determine the next action. Every broker will have a different workflow as they are designed to support internal business processes.

Kennco SMS campaign
referrals

Flexibility in campaign content is key for success

Ensure you have relevant touch points along the purchasing journey to give your customers more confidence. Behaviour driven workflows allows brokers to communicate with customers that may have more complex requirements than a quote system will allow for.

measure

Use digital to drive call centre sales

Brokers with the ability to create dedicated phones lines can easily measure how each stage of the 'new business' process is performing by monitoring the inbound calls and policies put on cover.

Applied Systems
parntership

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

Don't get left behind

Increase new customer acquisition, reduce renewal rates and improve your customer experience.

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