Solution de communications | Assurance et Services financiers

Insurance and Financial Services

An effective communication management tool for the insurance and financial services sectors

It’s a well-known fact that the financial and insurance sectors often take people on the road. This means that easy access to a business line and an effective communications management tool is essential. Moreover, the image of the company is at stake, which is a significant aspect for a financial services firm. Clients must feel confident when providing their sensitive information.

Professional Call Handling

Clients must feel confident when speaking with communication agents. When discussing contracts, taxes, or investments with clients, the last thing you want is for your communication system to seem inadequate. Serve your clients efficiently from anywhere and accelerate responsiveness.

Compliance and Traceability Above All

Your company’s operational efficiency goes hand in hand with our business solution. We offer detailed call and SMS tracking, and all the system data collected is stored in a secure data center right here in Canada. With our comprehensive communication platform, you can invest in a better customer experience, work securely, and collaborate across all your departments.

Productivity for Your Customers

Canadian financial services companies such as venture capitalists, brokers, bankers, and insurance agents are looking for voice and digital business communications, solutions that help them get the most out of every exchange.. With the ComUnik solution, customers will be connected to the right person every time, thanks to custom call routing. Moreover, our advanced analytics tool will help your call center quality assurance meet high service standards.

Other ComUnik Benefits

Interactive Menu

Never miss a phone call and say hello to every opportunity! Contact center IVR technology helps manage peak times, lets callers self-serve and leave messages, and takes pressure off the agents. Common questions can also be answered through automations.
The Follow Me™ Feature

Automatically route incoming calls to other devices, such as your cell phone or home phone. Your client’s call display will show the name and number of your company no matter which device you use. It’s truly an indispensable tool for people who are on the move or working from home.
Online Faxing

If faxes are a big part of your professional life, you are sure to appreciate this transition into virtual mode. With this service you’ll be able to reduce your paper dependency, increase your mobility, and decrease your number of operations!

Measure the performance of your brokers/employees and optimize their work
Get an accurate customer experience picture
Automate the process through BMS and CRM integration

ComUnik is proud to announce its accreditation as an RCCAQ innovation certified partner.

Created to support brokerage firms in their digital transformation, RCCAQ innovation launched this program in order to offer high quality services and solutions to its members.

Are you a member? Good news, you also benefit from a discount*!

LEARN MORE*