Optalitix works with insurers to improve their broker and direct sales using data.
Your data is valuable, and can be used to significantly improve customer experience and business results. We help you to use it more effectively in sales, retention, risk management, claims, and many other areas in your business.
Optalitix can help you to realise the value in your data by
providing leads qualified using your own models
using external data, e,g, Big Data sets, to provide fresh insight on your customers
rapidly deploying models and insight into your operational process
allowing actions (calls, emails, texts, broker visits, etc.) based on real insight
providing reporting dashboards and user interfaces to track business outcomes
A tailored selection of Optalitix stand-alone solutions, fused to maximise effectiveness
Leads Hub is a leads marketplace that adapts to your business needs. Our hub connects you to compliant leads providers to give you a one-stop shop for your leads purchases, and our customised integration ensures your leads are available for contact immediately.
Within leads hub, your own models can be used to estimate lead value. These models generate leads scores to determine how much each lead is worth to you, so you can buy leads with greater confidence.
Hundreds of metrics to measure lead characteristics
Intelligent learning algorithms improve lead selection
Quantified lead value
Optalitix Convert simplifies your customer journey and allows you to put the customer at the centre of the process. You can personalise the experience to cater for their specific preferences and shorten the quote journey using smart models and external data, all delivered by the Optalitix Decision Engine.
Convert ensures your most valuable customers are identified instantly and accurately. Using behavioural economic insights, the customer journey is enhanced, providing information and insight to your sales team.
Real-time tracking and dashboards
Specific targeting and retargeting of leads
“People like you” product choices
Customised marketing messages
Proactively retaining customers is essential for any business. Proactive retention is cheaper and more profitable than selling to new customers, and helps to build your brand.
Optalitix Retain is cloud hosted software as a service that identifies high value renewing customers. It focuses your retention activities to ensure you retain more customers and increases retained profit for your business. To help you monitor the process, Optalitix Retain provides customised screens and live feeds to your own administration systems. The software uses multiple contact channels to deliver your retention message efficiently and effectively.
Retain your most valuable customer
Create personalised and targeted retention strategies