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.
Automate opportunities for growth
Enable sales agents to operate more efficiently
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.
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.
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.
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.
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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.
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