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About
Compass Insurance Advisors is on a mission to make shopping for insurance simple, efficient, and easy to understand.
The company takes a client-centric approach by providing individualized support every step of the way. All agents are licensed and trained to follow the "Compass Way," which aims to support and educate clients as they shop for health insurance policies.
The Problem
Compass Insurance knows how challenging shopping for health insurance can be. From complicated plans and exclusions to confusing policy terms - they wanted to simplify the renewal process for their customers.
They wanted to create a renewal process that made it easy for their clients to:
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Provide consent to start the renewal process
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Update personal, medical, and financial information
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Renew or select a new plan based on eligibility
The existing renewal processes were far too manual and often required a lot of support from their agents. If they wanted to continue providing high-touch support, they would need to find a way to automate these essential steps.
The Solution
Compass Insurance learned about Meera.ai and its ability to enable automated insurance renewals through
human-like Al texting. After a quick demo, it was clear Meera checked off all the boxes.
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Send text message reminders to
customers about upcoming renewals -
Automatically obtain consent to
start the renewal process -
Collect and update client account information and documents
- Provides user with a seamless user experience
Results:
Compass Insurance's partnership with Meera.ai has allowed them to fully automate the renewal process, creating a positive user experience for renewals while freeing up agents to provide support that follows the "Compass Way.""
With Meera, the workflows for obtaining consent, updating customer information, collecting documents, and selecting plans is now automated.
Meera automatically sends renewal reminders and a special link to obtain consent and update important account information required to determine plan eligibility.
Compass Insurance saw positive results from an initial renewal campaign sent to 2,717 customers. These results included:
More importantly, Meera allowed Compass Insurance to create customizedcampaigns based on customer needs and eligibility.
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Campaign 1: for users looking to renewan unavailable plan
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Campaign 2: for users looking for anew plan
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Campaign 3: for users with an available plan thatcould be automatically renewed
Compass Insurance is more confident than ever intheir ability to provide high quality service based onthe "Compass Way" of doing things.With Meera, they have a powerful salesautomation platform that can support theircustomers through the renewal process.
