9Lenses for Insurance
Boost client retention
and growth.
Improve sales engagement at scale.
Insurance companies are great at managing claims and losses. But how can they invest in long-term relationships before a loss occurs?
9Lenses equips producers and client execs with institutional knowledge and customer intelligence to have proactive sales conversations. Now they can make the perfect coverage recommendation for every client in any situation.
Expand existing coverage.
Cross-selling has never been easier. 9Lenses’ Recommendation Engine flags each client’s most relevant sales opportunities based on their self-reported needs. The Virtual Sales Coach ensures your top producers can nail their pitches without relying on subject matter experts.
- Property & Casualty
- Employee Health and Benefits
- Retirement
- Cyber
Strengthen long-term relationships.
Stop churn in its tracks. 9Lenses helps you bring in new clients while retaining your best ones. Deliver consistent value with a customized and repeatable sales process. It’s like having claims experts facilitate conversations without being in the room.
Minimize risk exposure.
9Lenses mitigates errors and omissions (E&O) risk so your team can focus on closing new business. Automated insurance recommendations improve accuracy and decrease liability. The integrated Adaptive Discovery App gathers all the necessary information to support each proposal.
9Lenses helps us engage with as many clients as we want on a zero-touch basis.
—Fortune 500 Insurance Executive
See how 9Lenses can transform your insurance business.
9Lenses is the first SaaS platform to systemize the sales engagement process. Use it to delight your customers and empower your sales team.
