This view sends a user through our standard funnel, which will be vastly affected by the amount of data that you pass (which we will then prefill in their application).
With every field that you prefill, we are then able to decrease the number of questions we ask them, and thus the time it takes to get a quote. A prefilled application is a massive game-changer, as it it only increases the number of quotes we are able to get in front of a customer (and thus the number of policies we can sell). .
Direct customers who have already purchased to /policy
Our policy hub is where we send Policy Holders to manage their policy post-purchase. In there, they can endorse their policy, add new locations, add new products, file a claim, or cancel their policy.
One note: if you intend to directly send customers to /policy within your platform, we strongly recommend you first begin sharing some sort of customer ID with us (preferably through the URL, which you can ). Without sharing your customer ID, we will not know which policies are owned by which customer, so the UX of the policy hub is not particularly smooth without it.
Even with your customer ID shared, the user will still have to authenticate with a code sent to their email to view/manage their policy(s). However, after initially shipping with just customer ID shared, we are able to integrate with your MFA if there is customer demand.
Some of our partners decide to send their customers to the Welcome page if they feel they need more information before they begin their application. (However, a customer can also access this page from within our funnel). In short, this page can be utilized to demonstrate the advantages of your insurance program if the customer is hesitant.
Instant Estimate (/estimate)
The benefit of embedding Instant Estimate and to add it into your platform
We built the Instant Estimate with two primary purposes:
Drive more business to your insurance offering
Simplify the shopping experience for SMBs.
Instant Estimate makes it easier than ever to quickly serve customers tailored quotes, leveraging technology to provide instant access to knowledge that has historically required years of expertise.
Benefits to your platform
Reduce Churn/Increase “stickiness”: Easily add insurance into your platform, adding another fundamental SMB operational workflow
Easy Integration: as with all Authentic products, you can integrate extremely quickly
Simple Insurance Applications: the simplicity of the product will lead to more usage
Instant Estimate adds a level of gamification to insurance, providing SMBs an easy opportunity to get a quote and see if they can save money. Our data indicates this will drive more customers from your base into your insurance program than a simple lead form or landing page. With many insurers offering prices that seem too good to be true, this feature lets customers upload their policy to compare the net difference with ours, easing any concerns.
Instant Estimate rolls up key functions of a traditional insurance agent, a key milestone on our path to revolutionizing commercial insurance for SMBs by combining smart policy AI-powered analysis with the ability to bind instantaneously, ensuring they receive personalized solutions while eliminating the time-consuming processes and complexity of engaging with a third-party agent.
How do SMBs use the calculator?
Simply upload your existing policy documents, and Instant Estimate will extract the data from your existing policy and compare it to our Authentic alternative and other policies on the market. A layer of intelligence that comprehends the nuances of insurance (such as the perils, limits, and exclusions that are the foundation of an insurance policy) combined with our leveraging of OpenAI’s advanced language processing technology, we are able to present customers with a quote we have built exclusively for their business.
Integrating Instant Estimates via the pricing calculator into your platform
Announcement Email to your customers
Email Template 1
Hello!
We’re thrilled to launch instant estimates, our newest product that empowers you to make more informed insurance decisions than ever before!
Every day, SMBs tell us the same story: their premiums keep increasing, and they don’t truly understand which coverages they do or don’t need. This is why we built this tool, to provide quick access to more affordable policies while also empowering owners with the knowledge that has historically required years of expertise.
How does it work? To check if you are overpaying for commercial insurance or are underinsured, you can simply upload your existing documents and we will present you with a tailored quote estimate.
Access to More Customers: Many customers who thought they were satisfied with their insurance will use the calculator because of the easy access
Trial Insurance in your Platform: Implementing our calculator can serve as a pilot, measuring appetite for future in-platform insurance features
This launch is an exciting milestone on our journey—powered by your support and feedback—to revolutionize the commercial insurance industry, leveraging technology to provide instant access to knowledge that has historically required years of expertise. Join partnerName insurance, where we’re upending traditional carriers that have been making too much money off of small businesses for too long!
