Build stronger relationships with your customers and innovate quickly, with personalized options catered to your wider business goals.
Customers are willing to share significantly more data with the Score than they are on a usual purchase journey.
Streamline lead flow, understand customers’ needs and leverage high value leads in ready-to-purchase state.
Build confident, motivated customers with the right plan at the right time.
Change the conversation. Stimulate re-engagement and have a reason to stay connected all year round.
The Score advises the 'next best action' across your product mix.
Give your customers the confidence and tools to make smarter choices, when it counts.
What do you need and where can we add value?
From stand-alone options, to developing a more integrated solution, we can deliver a frictionless experience that maps to your product portfolio adding the value, impact and benefits you are looking for, in line with your wider goals and objectives.
Zero disruption to your business, platform or tech roadmap. We do the hard work for you with our turn-key solutions.
Whatever your business, however you serve your customers, we have the solution for you.
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Close the advice gap and improve conversion of on-line sales.
Engage customers over their life time and benefit from up-sell opportunities.
Provide a single, consistent experience between different product lines.
Increase cross-sell opportunities all from one centralised location.
Increase loyalty across different product lines and avoid re-acquiring customers annually.
Engage customers beyond initial point of sale and improve retention.
Maintain control over the insurance journey and demonstrate duty of care to customers.
Generate more fee income through better lead generation.
Looking to learn more about Sherpa or chat to the team? Let’s get you booked in for a demo.
Looking to learn more about Sherpa or chat to the team? Let’s get you booked in for a demo.