May 29, 2019 09:30
Equisoft, a provider of digital solutions for the insurance industry, and Humania Assurance, have announced, may 29, will be combined to develop a platform for a targeted mailing.
It is intended for financial security advisors offering 5575, the product of critical illness insurance with Humania turned to 55-75 years.
This solution marketing “turnkey” is directly integrated with Kronos Finance, the software of customer relationship management (CRM) Equisoft, used by more than 12,000 advisors in Canada.
When an advisor will open this tool in the CRM, it will have “access to a cutting-edge solution that is automatically populated with its data clients, and allows him to launch, in just a few clicks, an email campaign targeted to their profile,” says Stéphane Rochon, president and CEO of Humania Assurance, by way of a press release.
The adviser to the commands
In addition to allowing for the customization of messages and the segmentation of the communications, the tool will enable advisers to measure the performance of their shipments, follow the progress of a campaign and re-launch it at fixed intervals.
“This new integration between the CRM platform of Equisoft, software and the eApp of Humania is one of the first technology integration Prospect-to-Policy, and Direct-to-Consumer, putting the advisor in the center of the transaction with its customer,” said Francois Levasseur, senior vice-president, Canada, at Equisoft.
Humania Assurance states that the promotion of its product 5575 using this tool will be ” on a voluntary basis “.