Multiline insurer American Family Mutual Insurance Company has begun piloting Hearsay’s Agent Action platform with the goal of reducing policy lapses due to non-payment.
The companies created specialized billing workflows to help ensure that follow-ups were strategically automated and spurred action without creating a poor user experience.
“The Hearsay team worked very closely with us to devise workflows that address our specific objectives, says Cesar Pinzon, VP of sales strategy and support at American Family. “We continue to explore ways to utilize this technology to drive policy acquisition and servicing workflows for our agents to be more impactful with customers long term.”
Other Hearsay customers include Allstate, New York Life and Liberty Mutual. Insurance companies use the company’s Advisor Cloud suite to help agents manage multichannel digital communications including social media and SMS.
Hearsay also recently added Eugene Lee as VP of Insurance Solutions to refine Advisor Cloud with more data- and analytics-driven capabilities like Agent Action.
Formerly of core systems vendor Guidewire Software, Lee says, “The addition of tailored industry workflows and automation will drive improved agency efficiency, more sales, and higher retention.”
“We are also pleased to welcome Eugene to Hearsay, to help modernize and scale our data-driven solutions to address the evolving needs of our largest insurance customers.” says Clara Shih, CEO of Hearsay Systems.
