Success StoryExavalu Lead Management Solution For Insurance Industry

Exavalu Lead Management System empowers insurers to leverage intelligent automation for incoming leads in Pega Sales AutomationTM. Insurers can deliver qualified leads to the right agent through automatic factor analysis for geographic location, historical sales rep performance, and dynamic lead scoring, and streamline workflows using efficient data processing to convert those leads into sales.

Challenge

1

For insurers using traditional lead management systems, it is hard to catch up to the changing market dynamics. The traditional systems cannot live up to the promise of helping the representatives generate the desired amount of revenue or provide accurate forecasts to the management. Additionally, a leak in the lead funnel results in duplicate leads and qualified agents not receiving the most important leads.

The Difference Exavalu Delivered

  • We transformed the paradigm of lead management from reactive to proactive with Augmented Intelligence in Salesforce Automation, making the process more insight & data-driven. With automated duplicate lead check & progressive lead ranking based on lead qualifications, we streamlined the process of lead creation, implementing an omnichannel interaction experience through custom screen pop. Finally, the dynamic Next-Best-Action & Top Offers, supported by AI, constantly learn from what works & what doesn’t to self-optimize, continually providing improved guidance to the reps, agents & managers.

Services Offered

  • Exavalu Service Accelerators

Benefits

1

Automated Processes: We streamlined the Lead Intake process with Sales Automation Screen pop for omnichannel interaction, Automation lead creation with duplicate lead check chatbots to divert phone calls.

2

Modernized technology through data standardization with third‑party services, dynamic channel journey orchestration, intelligent territory assignment, and AI‑based lead scoring and routing, significantly enhancing lead qualification efficiency.

3

Exavalu Insurance LMS offers Next‑Best‑Action recommendations, accelerators, and enhancements across lead processing, opportunity management, integrations, and sales operations—improving end‑to‑end lead engagement for insurers.