Solution de communications | Assurance et Services financiers

Insurance and Financial Services

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

Professionals in financial and insurance sectors often drive to reach their clients. 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, a significant aspect for a services firm. Clients must feel confident when providing their sensitive information.

Insurance and Financial Services

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

Professionals in financial and insurance sectors often drive to reach their clients. 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, a significant aspect for a 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!