Gain more appropriate leads from your database of policyholders

We know how insurers can get more most appropriate cross-selling leads from their database of policyholders

We democratise AI, and we launch Smart Cross Sales.
Smart Cross Sales is an AI-powered solution for increasing cross-selling in insurance.
With Smart Cross Sales:

Your customers will improve their experience and have fewer irrelevant offers
Sales managers and insurance agents can increase their cross-selling and renewal rates with fewer resources
Marketing can boost conversions by several times and reduce customer acquisition costs.
IT will improve the use of the data siloed in the databases and reduce requests to data engineers, allowing them to deal with more complex tasks.

Demo

How democratized AI works to gain leads?

You tag customers who have already bought the target product. We predict other customers that might buy it.

Data preparation and uploading

Upload information from your CRM system to a customer list report or create a “360-degree customer profile” with IT to use this data whenever you prepare a new cross-sell campaign.

Data preparation and uploading

This is your homework – compose data for customer profiles and mark target customers
We will provide tips and templates for data preparation
Upload prepared data

Data checking

Our AUTO-ML module automatically performs data quality checks, client clustering and selection of clusters with the most target clients, and other data preparation for further use in neural network training.

Data checking

Checking the data structure
Data quality check
Clustering and selecting
Converting and normalization

AI training

We randomly separate 10% of the data to test the prediction model’s accuracy further. And we mix the remaining data and train ten neural networks to get a weighted forecast of the probability of buying the target product.

AI training

Preparation of datasets for train/test
Making and training NN's
Saving a NN models

Prediction & accuracy evaluation

We provide a complete set of tools to assess the accuracy of the target product purchase probability prediction model. You can continually evaluate the result you get on your data set. And you can go back to the first step to change the original data set to get a better result. All these steps will be free for you.

Prediction & accuracy evaluation

Prediction purchase probability
Calculation of accuracy metrics
Generating CumulativeGain & CumulativeLift plots

Business case modeling and data downloading

Based on the data obtained, you can quickly assess the financial benefits of using our solution. If you’re happy with everything, you can upload a list of leads to send to your outbound marketing campaign.

Business case modelling and data downloading

Modeling a business case by changing the conversion rate and average revenue per customer
Download a list of leads to a file

Personal data of clients is not used
You can scramble the data
The transmitted data is not saved and is stored in RAM only until the results are received
The short learning curve, upload the file and get results

Reduce CAC up to 80%
Increase conversion rate from 2 to 15 times
Recall from 90% to 97%
A few use-cases that we tips

Dramatically time reduction. Spend minutes to gain thousands of leads.
Prepare customer profile data once and easily change target customers as new leads are needed
Automatic data quality check
Estimate first, then get results and pay

How much does it cost?

Demo

Free