About company: PolicyBee is an insurance client offering multiple life, health and career related policies for clients in MENA region. More than 1500 field sales agents in the Middle-East and Africa region (18 countries) visit individuals, private business, clinics & hospitals every day to promote their insurance policies.
Opportunity: Every policy has a limited expiration time between 1-5 years after which needs to be renewed in order to remain valid as well as to upgrade.
Implementation: Agent gets a popup whenever expiry date of an existing policy holder is approaching via setting up corresponding ziwo API module and therefore can setup automatic call backs through ziwo outbound campaign module.
Real time KPI monitoring and direct integration with the CRM system lets this process be followed seamlessly. With on the go Mobile App supervisor can keep a constant watch on the progress of the campaign and can attend to calls or enquiries which require immediate assistance.