robo insurance advisor from the echosage virtual agent platform

Agent’s Value to CustomerAn Independent

Agent’s greatest values are providing…

Customer AdvocacyChoice of ProductsProfessional Advice

Failure of Online Insurance71% of Online

Shoppers get a Quote*4% of Buyers Buy

Online**

Relationships and Advice are the Missing Link

* https://www.comscore.com/Insights/Press-Releases/2014/11/comScore-Releases-2014-US-Online-Auto-Insurance-Shopping-Report

** From March 2016 Forrester Webinar

Guided ConversationsTake the most common

conversations you have in your business

Write them down

EchoSage uses your document to create an interactive, online version of each conversation

Engineered KnowledgeYour digital

conversation is built on…

Your KnowledgeYour PersonalityYour AdviceYour Know How

The Conversation Before the SaleOnline Insurance

shopping behavior differs from buying behavior

Insurance is a complex product

Buyers want advice

What Limits of Liability Should I Buy

The Conversation You Would Have Face to Face

Responses Guide Conversation

Questions Lead to Understanding

Information Provided is Consistent

The Advice is Personalized

The Advice is Actionable

Deliver Automated ExpertiseThink beyond online

comparison ratingThink about the

complete sales cycleEstablish

relationshipsProvide ValueCreate Trust

EchoSage Platform – Graphical Tool

Build Your Own….or…

Buy from EchoSage Market

Coverage Experts can Sell Their Own Conversation Templates

Programmers can Sell Their Ability to Program with EchoSage Tool

Other Uses – Automated Renewal Reviews

Provide Better Service

Strengthen Relationships

Increase RetentionCreate Up SellsE&O ProtectionPersonalized

Attention

Frequently Answered Questions

Give your customers the same answer they would get if they spoke to you or your staff in person

Train New Staff

Capture Knowledge from Retiring Generation of Workers

Clone Your Best CSRYou have trained your

staff to provide service

It is time you had a new relationship with your computer

Train your software to perform many of the same common tasks

EchoSageEchoSage is a platform for teaching software your

knowledge.

EchoSage enables value exchanging interactions between knowledge experts and knowledge users.

The EchoSage Platform facilitates value creation by platform users.

Contact: Duke Williams 800-768-0907duke@echosage.com www.echosage.com