SlideShare a Scribd company logo
Connect.
Engage. Win
Omnichannel connectivity for your Contact
Center
1 M+
Conversations Per day
35%
Reduction in AHT
27%
Reduction in Average
pause Time
56%
Improvement in First
Response Time
29%
Reduction in Call
Transfer Rate
25%
Improved SLA
Inbound Outbound
IVR + DIALER + CRM
CRM
Complete CX Suite for Enterprises
Modern IVR
Self Configurable
Multilevel IVR
Smart Routing
Accelerate responses with
sophisticated routing & automatic
call distribution.
Call Recording
Auto record calls and view
recordings against customer
Monitoring
live monitoring, sentiment analysis,
Whisper & Barge-in tools.
Inbound Outbound CRM
Auto-Dialers
Predictive | Progressive | Click-to -Call
Priority Engine
An intelligent priority engine for
prioritizing communications
Call Recording
Record all conversations, even voice
mails
Rechurn Management
Segments and target your leads based
on different logics in the system
Dynamic Dispositions
Create the Dispositions and Tags
dynamically for each campaign
Agent Roster
Allow agents to act on the leads one by
one
Conversational AI
Let the Virtual assistant connect with
customers
CDR
Generate complete Call Detail Record
related with all the communication
Inbound Outbound CRM
360°View
Get complete lead detail on a single
page
Multi level Hierarchy
Segregate data as per the hierarchy of
the organization
Role Management
Create departments and control
different user access
Cloud Data Search
Cloud hosted powerful data base for
your queries and regular backups
Complete Activity History
Access all activity history like calls,
meetings, emails, quotes etc.
Modular Structure
Modular structure allows to add custom
modules like billing, accounts, quote etc.
to make conversations more useful
Easy APIs
Easily integrate with your legacy CRMs
like Office 365, Salesforce.com etc.
Detailed Analytics
Inbuilt MIS and Analytical dashboards
Prioritize
Prioritize which campaign
leads need to be
connected first for
maximum impact
Quick connect
Connect immediately
with “web leads” to
prevent losing to
competitors
Call backs
Stick with scheduled
callback times
Follow up
Define auto follow-up
schedules and optimal
duration for non contacted
leads
Identify opportunity
Based on interaction and
sales intensity, define
opportunities
Schedule
appointment
Schedule most suitable
appointment and
immediately assign it to field
team
Re-churn
Define re-churn rules for
non contacted Leads
Recycle
Identify cold leads and
schedule voice blast, email
campaigns etc.
CONTACT CENTER
WAANEE FOR INDUSTRIES
Insurance
Sell Policies and serve customer
queries against Policies
Manage Multiple quotes against
customers
Provide multichannel connectivity to
customers
Banking
Sell banking plans over voice calls
Collect lead from web in real time
and connect over call
Handle welcome calls via IVRs
Collect documents over emails
Real Estate
Collect enquiries from portals and
aggregators
Validate enquiry over call
Maintain property inventory
Manage channel partner sales
Schedule Site and office visits
Service &
Maintenance
24/7 Availability and Customer Self
Service
Omni-Channel Ticketing System
Manage Resolutions, Track Tickets
& Monitor SLAs
WAANEE FOR INSURANCE - SCREENS
Advisor / Lead Module
Hunting
Import / create / receive via API list of
potential Advisor details and build
different communication rules to reach
and convert them.
Farming
Once Lead status converted, create
different communication rules under
different campaigns and keep building
opportunity pipelines
WAANEE FOR INSURANCE - SCREENS
Record multiple Policies under advisors
Keep entire policy history
Store entire policy history
Policies
WAANEE FOR INSURANCE - SCREENS
Record complete policy details
WAANEE FOR INSURANCE - SCREENS
Track policy payment status and details
Policies
WAANEE FOR INSURANCE - SCREENS
Upload and keep documents against Advisors like KYC, certifications, etc.
Policies
WAANEE FOR INSURANCE - SCREENS
Upload and keep documents against Advisors like KYC, certifications, etc.
Policies
THANK
YOU
Do you have any query?
info@waanee.ai /
info@penguincrm.com
74/II, Techno Park, C Cross
Road, MIDC Opp. Seepz Gate
No. 2, Andheri East
Mumbai, India - 400093
https://waanee.ai
https://penguinoncloud.com

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Waanee.ai_for Insurance.pptx

  • 2. 1 M+ Conversations Per day 35% Reduction in AHT 27% Reduction in Average pause Time 56% Improvement in First Response Time 29% Reduction in Call Transfer Rate 25% Improved SLA
  • 3. Inbound Outbound IVR + DIALER + CRM CRM Complete CX Suite for Enterprises Modern IVR Self Configurable Multilevel IVR Smart Routing Accelerate responses with sophisticated routing & automatic call distribution. Call Recording Auto record calls and view recordings against customer Monitoring live monitoring, sentiment analysis, Whisper & Barge-in tools.
  • 4. Inbound Outbound CRM Auto-Dialers Predictive | Progressive | Click-to -Call Priority Engine An intelligent priority engine for prioritizing communications Call Recording Record all conversations, even voice mails Rechurn Management Segments and target your leads based on different logics in the system Dynamic Dispositions Create the Dispositions and Tags dynamically for each campaign Agent Roster Allow agents to act on the leads one by one Conversational AI Let the Virtual assistant connect with customers CDR Generate complete Call Detail Record related with all the communication
  • 5. Inbound Outbound CRM 360°View Get complete lead detail on a single page Multi level Hierarchy Segregate data as per the hierarchy of the organization Role Management Create departments and control different user access Cloud Data Search Cloud hosted powerful data base for your queries and regular backups Complete Activity History Access all activity history like calls, meetings, emails, quotes etc. Modular Structure Modular structure allows to add custom modules like billing, accounts, quote etc. to make conversations more useful Easy APIs Easily integrate with your legacy CRMs like Office 365, Salesforce.com etc. Detailed Analytics Inbuilt MIS and Analytical dashboards
  • 6. Prioritize Prioritize which campaign leads need to be connected first for maximum impact Quick connect Connect immediately with “web leads” to prevent losing to competitors Call backs Stick with scheduled callback times Follow up Define auto follow-up schedules and optimal duration for non contacted leads Identify opportunity Based on interaction and sales intensity, define opportunities Schedule appointment Schedule most suitable appointment and immediately assign it to field team Re-churn Define re-churn rules for non contacted Leads Recycle Identify cold leads and schedule voice blast, email campaigns etc. CONTACT CENTER
  • 7. WAANEE FOR INDUSTRIES Insurance Sell Policies and serve customer queries against Policies Manage Multiple quotes against customers Provide multichannel connectivity to customers Banking Sell banking plans over voice calls Collect lead from web in real time and connect over call Handle welcome calls via IVRs Collect documents over emails Real Estate Collect enquiries from portals and aggregators Validate enquiry over call Maintain property inventory Manage channel partner sales Schedule Site and office visits Service & Maintenance 24/7 Availability and Customer Self Service Omni-Channel Ticketing System Manage Resolutions, Track Tickets & Monitor SLAs
  • 8. WAANEE FOR INSURANCE - SCREENS Advisor / Lead Module Hunting Import / create / receive via API list of potential Advisor details and build different communication rules to reach and convert them. Farming Once Lead status converted, create different communication rules under different campaigns and keep building opportunity pipelines
  • 9. WAANEE FOR INSURANCE - SCREENS Record multiple Policies under advisors Keep entire policy history Store entire policy history Policies
  • 10. WAANEE FOR INSURANCE - SCREENS Record complete policy details
  • 11. WAANEE FOR INSURANCE - SCREENS Track policy payment status and details Policies
  • 12. WAANEE FOR INSURANCE - SCREENS Upload and keep documents against Advisors like KYC, certifications, etc. Policies
  • 13. WAANEE FOR INSURANCE - SCREENS Upload and keep documents against Advisors like KYC, certifications, etc. Policies
  • 14. THANK YOU Do you have any query? info@waanee.ai / info@penguincrm.com 74/II, Techno Park, C Cross Road, MIDC Opp. Seepz Gate No. 2, Andheri East Mumbai, India - 400093 https://waanee.ai https://penguinoncloud.com