Insurance & Investment

Capture leads, automate distribution, & streamline lead qualification

Insurance agents work in a different realm of sales. Unearthing excellent leads is only half the battle won — converting the semi-interested buyer to ‘loyal avengers’ of your brand is the true test.

View Demo

We have transformed the insurance management journey of our clients nationwide

Challenges for your insurance & investment sales team

Lack of information to build the right client persona

Protecting what matters most requires comprehensive client information to meet needs. Is your team matching the right products to cater to your clients?

Too many leads, good.
Not contacting all of them, bad.

According to insidesales.com, there's a 400% decrease in the odds of qualifying after the first 5 minutes. Are you leaving too many winning opportunities on the table?

Low utilisation & mismatch of communication medium

Utilising WhatsApp for sales enquiries or follow-up might be the norm nowadays, but most CRMs aren't keeping up with today's technology. This often causes data silos and other inaccuracies, causing your sales team time & money.

Meet OutPerform!

Qualify leads from all marketing sources

Automatically respond and qualify leads immediately after they indicate their interest on various platforms (WhatsApp, websites, social media, forms, etc.), all the while building the client's persona.

Re-engage your existing leads

Waste no leads! Re-engage old and aging leads before dropping them. Nurture and close more deals without the frustration of manual follow-ups.

With OutPerform, our client has qualified 215% more leads!

“With OutPerform, it has automated and accelerated our predictive lead scoring and sales campaign!”

Gain more clients with Consultation Appointments

Engage your prospect across multiple touchpoints, inviting them for a non-obligatory consultation. Empower them to book their preferred time and day on the system directly.

Engage the right clients and drive resubscription

With end to end marketing automation, you can automate personalised renewal campaigns that speak to each policy holder on a 1:1 level.

Never miss out on a lead through our dynamic lead distribution

Ensure no missed opportunities by automating lead qualification and distribution to agents for quicker conversions.

Experience OutPerform for yourself

With our AI ability to automate conversion on sales growth through lead generation, lead nurturing across all stages of the sales funnel. The insights and ROI are game-changing.

View Demo

What the professionals had to say about us

Join 1,000+ of successful organisations

See All Customer Stories
Kuala Lumpur
E-32-01, Menara Suezcap 2
KL Gateway, No.2, Jalan Kerinchi,
Gerbang Kerinchi Lestari,
59200 Kuala Lumpur
Phone: +6011 1722 5941
Email: business@nexible.com.my
© 2023 Outperform. All Rights Reserved. Privacy Policy