How Compass Insurance automated the entire policy renewal cycle with AI texting

About Compass Insurance Advisors

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.

How Compass leveraged Meera:

  • Automated the entire insurance policy renewal cycle with Meera’s conversational AI texting

  • Sent automated reminders to customers for upcoming renewals

  • Collected consent to start the renewal process

  • Provided a unique link for clients to verify and update account information

  • Collected documents required to complete the renewal process

  • Shared available plans with customers looking to switch plans

  • Warm transferred customers to a human agent for more complex renewals

Download this case study to learn how your business can automate the entire insurance renewal cycle with Meera’s human-like AI texting.

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