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.
Exavalu Service Accelerators
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.
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.
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.
Through data standardization with 3rd party services, channel & journey orchestration Dynamic territory assignment and lead routing based on matched agents, and adaptive AI model providing real-time lead score and ranking, we enhanced the lead qualification process.
Exavalu Insurance LMS’ dynamic Next-Best-Action recommendation, Accelerators, and functional enhancement for the following features: lead processing, opportunity management Integration, Sales operations, improve the entire Lead engagement process for the insurers.
Reduce time to market with our Pega-based lead management solution.Let’s Talk