Salesqueze Sales Automation presentation for Sava Insuretech challenge on how to boost online sales in insurance industry.

1. Increase your online sales with sales automation.
by Kalmia

2. Co-founder, Kalmia d.o.o.
Leon Panjtar, BSc.
Presenting today…

3. ‣ Online product configurations and
personalizations
‣ Engaged customers and increased
order values
‣ Automated sales process
‣ Up to 4X more quotes
‣ Focus on closing instead of quoting
We build engaging digital
sales experiences. Marketing
Digital Sales Pipeline
Website visits
SaleSqueze
Configuration
SaleSqueze
Sales Pipeline
Order/Deal
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4. ‣ Built on top of SaleSqueze Product
Configuration Framework
‣ 100% customised configuration
experience that fits the product
‣ UX centric so it is easy to use and
really engaging for users
‣ Allows users to tell the company
exactly what they are looking for
‣ Guides users to solution and collects
all information for quote generation
‣ Branded and white-labeled
SaleSqueze Configurator

5. ‣ Built on top of SaleSqueze Pipeline
Configuration Framework
‣ 100% customised to fit your sales
process and your organization
‣ Integrates with all your existing
tools, logic and services
‣ Can connect systems or
departments together
‣ Branded and white-labeled
SaleSqueze Sales Pipeline

6. SAVA WEBSITE ANALYSIS: CURRENT SITUATION
VISITOR COMES TO SAVA WEBSITE
LOOKING FOR FAMILY INSURANCE
LET’S CALL HIM MIKE

7. SAVA WEBSITE ANALYSIS: CURRENT SITUATION
MIKE SEES A LIST OF ALL
INSURANCE OPTIONS AND
IS PROMPTED TO SELECT
ONE…

8. SAVA WEBSITE ANALYSIS: CURRENT SITUATION
MIKE IS LOOKING TO MAKE
AN INSURANCE POLICY
FOR HIS FAMILY - A WIFE
AND 2 YOUNG KIDS.
MIKE WANTS TO KNOW MORE… YET
WHEN HE OPENS THE FAMILY
INSURANCE PAGE, HE GETS…

9. SAVA WEBSITE ANALYSIS: CURRENT SITUATION
THIS…
A BRIEF PRESENTATION ABOUT
GENERAL TERMS AND WHAT’S
INCLUDED IN THE PACKAGE.
CALL TO ACTION LINKS TO POPUP
WITHOUT ANY MEANINGFUL
INFORMATION TO ENTER WHICH
LEADS MIKE TO QUESTIONS HIS
FURTHER ACTIONS…
• How can they contact me or issue a quote if
they didn’t even ask my name?
• Is this package suitable for my family?
• I don’t like exchanging emails with insurance
agents…
• No GDPR… Where is my data going…
• Where can I close the deal? I’m ready…

10. SAVA WEBSITE ANALYSIS: CURRENT SITUATION
THE NEXT DAY WHEN HE OPENS HIS
INBOX…
(Disclaimer: We tested the whole
existing process and then called and
apologized to the agent for wasting
their precious time.)

11. SAVA WEBSITE ANALYSIS: CURRENT SITUATION
AGENTS
MIKE
• Lacks transparent product/service exploration tools
• Lacks engaging insurance package personalisation
• Can’t explore product pricing and estimations in private and prepare
him self to make a decision and buy
• Doesn’t have detailed real-time overview of the fulfilment process
• Don’t receive fully qualified leads from company website which are a
lot easier to close, cross sell or upsell

12. SALES AUTOMATION IN SAVA
GOES TROUGH OFFER FOR
FAMILIES AND IS GUIDED INTO AN
ENGAGING PERSONALISED
EXPERIENCE TO FIND THE BEST
INSURANCE FOR HIM…
MIKE VISITS SAVA
WEBSITE TO MAKE FAMILY
INSURANCE POLICY
EXPLORES PRICING, OPTIONS AND
INCLUDES OTHER PRODUCTS THAT
ARE CONNECTED TO FAMILY
INSURANCE
ONCE SATISFIED HE ENTERS
PERSONAL INFO, SUBMITS AND
EVEN PAYS ONLINE.
AGENT RECEIVES FULL OPPORTUNITY
TROUGH THE USUAL SYSTEM,
FOLLOWS UP AND CLOSES THE DEAL

13. SALES AUTOMATION IN SAVA
AGENTS
CUSTOMER
• Explore SAVA products with insurance product personalization and configuration
• Self-generate quotes for products on demand
• Get contacted when ready to buy
• Satisfied because of personalized approach and no time waste
• Follow-up on quotes with ease
• Receive ready-to-buy customers
• Potential customers explore products and generate quotes trough
existing channels - they do the heavy lifting…
• Have the power of preparing quotes and estimates quickly
(competitive advantage, can be used on the field, fairs)

14. Kalmia d.o.o.
• Young innovative company: 4 years
• Vision: Helping customers thrive in
their business.
• Team of 19 people
• 110% YoY growth
About us