Heyozo for Financial services
Routine questions keep advisers from the clients who are ready.
Policy, renewal and document questions fill the inbox, and the client ready to speak to an adviser waits behind them.
Insurance & mortgage broker · Dubai
my car insurance renews next week, can someone call me?
Of course. I can book a call with an adviser on Monday 12:00 or Tuesday 16:00 to go through your renewal. Which suits you?
What Heyozo takes on
- Bookings without clashes Only times that are free in your calendar are offered.
- Opt-in campaigns Offers go only to customers who opted in, and Heyozo suggests what to send.
- Email campaigns Newsletters and offers by email, to customers who agreed to receive them.
- Reminders and follow-ups Reminders before a booking, and check-ins and recalls after it.
- Your team confirms each booking A person confirms each booking before it is final.
Always handed to your team
Any advice, quotes, claims and account details.
You choose these topics in your settings. The customer is told a person is on it, and your team gets the whole conversation.