Innovative tools for staying top of mind, and for showing your clients that you really care about helping them to take care of their home. See overview video 5 Easy Steps for Getting Started
Intelligent Client Messaging
Integrate seamlessly with your AMS or CRM to deliver automated, timely, and highly personalized messages to your clients. Whether it’s onboarding, renewals, service anniversaries, or birthdays, our AI-powered system ensures your clients feel valued and engaged through email, text, or print.
Key Benefits:
- Event-triggered messaging for maximum client engagement.
- Supports multiple communication channels (email, text, print).
- Enhances customer satisfaction and retention.
Valuable Features:
- Multi-Channel Communication: Deliver messages via email, SMS, or direct mail.
- AI-Optimized Timing: Ensures messages are sent at optimal engagement moments.
- Pre-Built & Customizable Templates: Create branded, engaging content with ease.
- Analytics & Reporting: Track message performance and engagement rates.
Pricing:
- Initial Setup Fee: $650 (one-time)
- Per Use Fee: $0.05 per message
Since implementing APPLICA’s Intelligent Client Messaging, we’ve seen a huge improvement
in client engagement. Clients now receive personalized reminders at just the right moments,
like for renewals, policy changes, and service anniversaries. Client retention has surged, and
our engagement metrics ‐ like open rates and response rates ‐ are higher than ever.
Cynthia Pereira
Director - Policy Services
RIGHTSURE Insurance Group
Intelligent eNewsletters
Powered by our proprietary CARE-Wizard™ AI technology, APPLICA enables you to provide each of your clients with personalized monthly reminders and tips tailored to their specific needs - whether it’s about homes, autos, boats, or health and wellness. Drive engagement and unlock cross-sell and upsell opportunities with ease.
Key Benefits:
- AI-powered personalization for maximum relevance.
- Increases cross-sell/upsell opportunities.
- Builds trust and long-term client loyalty.
Valuable Features:
- Client-Specific Content: Newsletters adapt to clients’ home, auto, and wellness needs.
- Custom Branding: Incorporate agency logos, colors, and personalized introductions.
- Automated Delivery: Set it and forget it‐our system handles everything.
- Engagement Analytics: See who opens, clicks, and interacts with your newsletters.
Pricing:
- Initial Setup Fee: $249 (one-time)
- $295 monthly or $2950 annual (saves $590 per year)
APPLICA’s AI-powered eNewsletters have been a game-changer for our agency. Instead
of sending generic updates, we now provide clients with highly personalized reminders &
tips to help them take care of their home, auto, health & wellness, and more. Not only has
this increased client engagement, but it has also boosted our upsell conversion rates!
Felicia Garcia
Executive Vice President
RIGHTSURE Insurance Group
Client Intelligence Screen Pops
Empower your CSRs with instant, actionable client intelligence. Our solution integrates with your AMS or CRM, providing sentiment analysis and key client data directly on the CSR’s dashboard. Equip your team to engage clients better and uncover cross-sell opportunities.
Key Benefits:
- Real-time access to critical client insights.
- Sentiment analysis for enhanced client interactions.
- Seamless integration with AMS/CRM systems.
Valuable Features:
- Caller Recognition: Instantly identifies clients and displays relevant information.
- Prior Interaction Insights: Provides CSR with a summary of past interactions.
- Sentiment Analysis: AI detects client mood based on past calls and messages.
- Real-Time Data Updates: Ensures accuracy with AMS/CRM integration.
Pricing:
- Initial Setup Fee: $650 (one-time)
- Per Use Fee: $0.35 per call
With APPLICA’s Client Intelligence Screen Pops, our CSRs now have instant access to critical client
information the moment a call comes in. They can see prior interactions, sentiment analysis, and policy
details . . . helping them deliver faster, more personalized service. This has directly led to increased policy
renewals and higher client satisfaction scores.
Juliette Burke
Vice President
RIGHTSURE Insurance Group
Intelligent Call Coaching
Leverage APPLICA's AI to analyze CSR call sentiment and provide actionable feedback for improvement. Our Intelligent Call Coaching helps your team deliver exceptional client service while enhancing efficiency and performance.
Key Benefits:
- Sentiment analysis on past CSR calls.
- Actionable feedback for CSR development.
- Improves call quality and client satisfaction.
Valuable Features:
- Automated Sentiment Analysis: AI evaluates voice tone and language for coaching insights.
- Personalized Coaching Suggestions: Actionable recommendations for CSR improvement.
- Call Scorecard System: Rates calls based on predened quality metrics.
- Real-Time & Post-Call Feedback: Offers insights to CSRs immediately after calls.
Pricing:
- Initial Setup Fee: $650 (one-time)
- Per Use Fee: $0.35 per call
Our customer service reps have improved markedly since we implemented APPLICA’s Intelligent Call
Coaching. APPLICA’s AI-driven sentiment analysis helps us identify areas for improvement,
and the real-time coaching has clearly led to faster resolutions and happier clients.
Diana Prado
Operations Support
RIGHTSURE Insurance Group
Social Media Intelligent Automation
Save time and money by automating your social media presence with targeted, AI-generated content on Instagram, Facebook, and LinkedIn. Boost your digital presence while creating demand for your products.
Key Benefits:
Valuable Features:
Pricing:
Social Media Intelligent Automation
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