New-Age Tech Transformation for Insurance Operations

AI-Powered insurance operations workflows for smart agents and brokers

How We Help Insurance Agents Manage Trust & Business?

Faster Claims Handling

Automate intake, follow-up, and resolution timelines

Data-Driven Sales

Use insights to upsell, cross-sell, and reduce efforts

Stronger Policyholder Trust

Deliver seamless experiences via automated feedback loops

Improved Customer Support

Use AI for quicker sales cycles and improved agent accuracy

Tech Implementation Path for Insurance Success

Workflow Mapping

Identify bottlenecks across claims, service, and sales

Tech Stack Alignment

Integrate BrightCall, SurveySparrow, and Oracle Fusion with your existing systems

Custom Setup

Tailor dashboards, user journeys, and call automation for your team

Agent Enablement

Training, testing, and live-call simulation support

Ongoing Optimization

Monitor outcomes and adjust automations in real-time

Why Echelon?

Deep insurance domain knowledge paired with cutting-edge tools

Secure & compliant deployments for regulated IT environments

Scalable solutions for growing business and workforce

Measurable outcomes from day 1 of implementation

Insurance Agent/Broker Related Case Study
Deep Industry Knowledge for Maximum Impact

Manufacturing

Streamline production processes with AI and smart manufacturing (Industry 4.0) solutions.

Real Estate

Modernise the sales process for better lead tracking and customer engagement.

Healthcare

Implement HIPAA-compliant IT solutions for secure management of patient data.

Manufacturing

Streamline production processes with AI and IoT solutions.

FAQs
1. Can your system integrate with legacy insurance platforms?

Yes, the platform we provide supports seamless integration with legacy insurance systems. If required, we will help modernize legacy infrastructure while preserving business continuity. This way, we can ensure a smooth transition from old to  new platforms.

2. How do you help improve customer satisfaction (CSAT) scores in insurance?

We enhance CSAT scores through automated surveys and AI-driven call sentiment analysis. These tools deliver real-time, actionable insights that help insurance teams improve customer experience and response quality.

3. Is your platform secure and compliant for handling insurance data?

Absolutely. Our solutions (like SurveySparrow) are built with enterprise-grade encryption, detailed audit trails, and strict compliance with insurance industry regulations, ensuring data security and regulatory peace of mind.

Increase Sign-Ups and Reduce Claims Hassles with Smarter Insurance Tech