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BANK / INSURANCE

BANK / INSURANCE

Online appointment booking for the Banking/Insurance sector

Use a powerful form builder to collect pre- and post-appointment information about your customers, constituents, patients or students, improving the quality of your services.
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Engage and retain your customers/insureds by offering them a personalised experience.
Generate more leads with online appointment booking and events.
Improve customer satisfaction by eliminating waiting times and improving accessibility.

Digitalise business monitoring and administrative management

Manage and centralise all your information in a single tool. Agendize manages the back office and synchronises your business calendars. By managing your staff's appointments and availability, your teams can concentrate fully on their business and the quality of support you provide to your customers.

Optimise your omnichannel experience

Standardise or create specific pathways for each of the booking channels: physical, telephone, online but also via your business cards... Easily roll out your appointment booking interfaces to all your branches and offer automated booking pathways that are always in line with the Group's image.

Improve the comfort of your customers

Offer greater flexibility by allowing you to choose not only the expert but also the location of the appointment: telephone, videoconference or in-branch. Reduce travel time and waiting times by offering videoconference appointments. Integration with a ChatBot means you can qualify your needs, answer the most frequently asked questions and also offer to book an appointment directly.

  • Replace your contact forms and attract new customers

      Your prospects will be contacted at a time that suits them and you will have the opportunity to respond quickly to their needs.

  • Bring your policyholders closer to their advisor

      Your in-branch sales team can be available at your branch, by telephone, video conference or even at your policyholder's premises.

  • Qualify your policyholders' requests to direct them to the right service

      During the process, policyholders fill in the details of their claim and can transmit the information and documents required to process their claim in complete security.

  • Regulate the activity of your management centres in the event of call peaks

      In the event of call peaks, your interactive voice servers include a voicebot for making appointments based on availability slots. Your policyholder is called back and their request is processed, without them having to call again.

  • Integrate appointment booking data into your CRM

      Keep your policyholders' contact details up to date, and track their interests, requests and feedback following interactions with your teams.

Are you interested in our solution?

Contact one of our experts to benefit from Agendize's expertise and find out more about the feasibility of your project.