An interactive showroom allowing automation of the sales and marketing processes.
A single platform that streamlined workflows and prevented sales representatives from becoming overwhelmed in using several systems.
ICW were able to standardise messaging around their products. Quickly onboard new business development underwriters with the tools to present to prospective advisors and brokers.
Reduced their business risk by having the right information at the right time in one location with the ability to share first step qualification information in a new and exciting way.
V-Unite allowed automation of the sales process with calendar and CRM integration, and the ability to story tell their products in an interactive way through virtual themed spaces.
Advisors were able to understand the products in a more informative and engaging way resulting in less questions and administration.
Each business development underwriter had an opportunity to personalise their own office space with family photos and fun fact that reflected their values and personality.
ICW tried their virtual sales and marketing office with one branch. ICW is now launching this initiative across all branches nationwide in the US.
The automated part of the qualification process enabled the underwriters to spend 28% less time with customers during their initial sales calls.
Business development underwriters achieved faster rapport with advisors prior to their 1-1 meetings.
Gina Douglas AU, APA, AIC, AIM,AINS
Branch Manager / Work.Comp
ICW Group Insurance Companies