robo insurance advisor from the echosage virtual agent platform

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Agent’s Value to Customer An Independent Agent’s greatest values are providing… Customer Advocacy Choice of Products Professional Advice

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Page 1: Robo Insurance Advisor from the EchoSage virtual agent platform

Agent’s Value to CustomerAn Independent

Agent’s greatest values are providing…

Customer AdvocacyChoice of ProductsProfessional Advice

Page 2: Robo Insurance Advisor from the EchoSage virtual agent platform

Failure of Online Insurance71% of Online

Shoppers get a Quote*4% of Buyers Buy

Online**

Relationships and Advice are the Missing Link

* https://www.comscore.com/Insights/Press-Releases/2014/11/comScore-Releases-2014-US-Online-Auto-Insurance-Shopping-Report

** From March 2016 Forrester Webinar

Page 3: Robo Insurance Advisor from the EchoSage virtual agent platform

Guided ConversationsTake the most common

conversations you have in your business

Write them down

EchoSage uses your document to create an interactive, online version of each conversation

Page 4: Robo Insurance Advisor from the EchoSage virtual agent platform

Engineered KnowledgeYour digital

conversation is built on…

Your KnowledgeYour PersonalityYour AdviceYour Know How

Page 5: Robo Insurance Advisor from the EchoSage virtual agent platform

The Conversation Before the SaleOnline Insurance

shopping behavior differs from buying behavior

Insurance is a complex product

Buyers want advice

Page 6: Robo Insurance Advisor from the EchoSage virtual agent platform

What Limits of Liability Should I Buy

Page 7: Robo Insurance Advisor from the EchoSage virtual agent platform

The Conversation You Would Have Face to Face

Page 8: Robo Insurance Advisor from the EchoSage virtual agent platform

Responses Guide Conversation

Page 9: Robo Insurance Advisor from the EchoSage virtual agent platform

Questions Lead to Understanding

Page 10: Robo Insurance Advisor from the EchoSage virtual agent platform

Information Provided is Consistent

Page 11: Robo Insurance Advisor from the EchoSage virtual agent platform

The Advice is Personalized

Page 12: Robo Insurance Advisor from the EchoSage virtual agent platform

The Advice is Actionable

Page 13: Robo Insurance Advisor from the EchoSage virtual agent platform

Deliver Automated ExpertiseThink beyond online

comparison ratingThink about the

complete sales cycleEstablish

relationshipsProvide ValueCreate Trust

Page 14: Robo Insurance Advisor from the EchoSage virtual agent platform

EchoSage Platform – Graphical Tool

Page 15: Robo Insurance Advisor from the EchoSage virtual agent platform

Build Your Own….or…

Page 16: Robo Insurance Advisor from the EchoSage virtual agent platform

Buy from EchoSage Market

Coverage Experts can Sell Their Own Conversation Templates

Programmers can Sell Their Ability to Program with EchoSage Tool

Page 17: Robo Insurance Advisor from the EchoSage virtual agent platform

Other Uses – Automated Renewal Reviews

Provide Better Service

Strengthen Relationships

Increase RetentionCreate Up SellsE&O ProtectionPersonalized

Attention

Page 18: Robo Insurance Advisor from the EchoSage virtual agent platform

Frequently Answered Questions

Give your customers the same answer they would get if they spoke to you or your staff in person

Train New Staff

Capture Knowledge from Retiring Generation of Workers

Page 19: Robo Insurance Advisor from the EchoSage virtual agent platform

Clone Your Best CSRYou have trained your

staff to provide service

It is time you had a new relationship with your computer

Train your software to perform many of the same common tasks

Page 20: Robo Insurance Advisor from the EchoSage virtual agent platform

EchoSageEchoSage is a platform for teaching software your

knowledge.

EchoSage enables value exchanging interactions between knowledge experts and knowledge users.

The EchoSage Platform facilitates value creation by platform users.

Contact: Duke Williams [email protected] www.echosage.com