Robo Insurance Advisor from the EchoSage virtual agent platform
1. Agent’s Value to Customer
An Independent Agent’s
greatest values are
providing…
Customer Advocacy
Choice of Products
Professional Advice
2. Failure of Online Insurance
71% 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
3. Guided Conversations
Take 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
5. The Conversation Before the Sale
Online Insurance
shopping behavior
differs from buying
behavior
Insurance is a complex
product
Buyers want advice
16. Buy from EchoSage Market
Coverage Experts can
Sell Their Own
Conversation Templates
Programmers can Sell
Their Ability to Program
with EchoSage Tool
17. Other Uses – Automated Renewal Reviews
Provide Better Service
Strengthen
Relationships
Increase Retention
Create Up Sells
E&O Protection
Personalized Attention
18. 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
19. Clone Your Best CSR
You 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
20. EchoSage
EchoSage 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 800-768-0907
duke@echosage.com www.echosage.com