WaterCircles, best known for its environmentally conscious and customer-oriented insurance solutions in the Swedish and Nordic market, is improving how insurance advisors work with customers. We sat down with Alp Arslan, one of WaterCircles advisors using the Advisor Dashboard to understand how they are using it in their everyday work.

WaterCircles have been partnered with Insurely since 2022 offering Insurance Data Access to their customers. They integrated using the plug and play Advisor Dashboard, which gives full visibility over the customers data including details such as insurance policy, coverage and expiration data, in real time for advisors to see and analyze during customers calls. This has proven to be a game changer.

The challenge they had: lack of real-time insights.

Customers aren't always up to date on their own insurance details. This can make it harder to understand the customers needs as well as how to best serve them. In the past, insurance advisors often faced challenges due to incomplete or outdated customer information. This made it difficult to provide accurate quotes, identify cross-selling opportunities, and ultimately close deals.

The solution we found together: Insurely's Advisor Dashboard. 

WaterCircles found a solution to this; Insurely’s Advisor Dashboard. It has been a game changer in the way in which it allows advisors, during, or before, a customer call, to collect the customers insurance contract details in order to understand, analyze and present a better, personalized and more relevant offer to their customers. He goes on to explain that there are other benefits to the tool as it can be used to scope out the competitive landscape, scan the market and gain insights. Specific insights can include things such as market share of each union helping to further conversations with union affiliated customers.

The result: A win-win on the KPI’s. 

"Without Insurely, I would never have achieved the sales record I set yesterday. I beat my personal record.”

Advisor Dashboard not only saves time and boosts focus for the team but also empowers consumers. By allowing consumers to grant their advisors on-demand access to policy, pricing, and coverage data, WaterCircles levels up the overall experience for both parties. It's a win-win for everyone. This approach has led to significant improvements in KPIs such as hit rate, total sales, and profitability. Advisors can now provide more personalized advice, close deals faster, and build stronger relationships with their clients.

With this information advisors have been able to convert more customers. It reduced the time spent on calls and increased the number policies per customer significantly. Whilst it took time to optimize a way of working, the implementation of Advisor Dashboard has been a win-win with faster onboarding of advisors and increased sales overall.

“Today it's hard to make a sale without Insurely’s Advisor Dashboard.”

Now WaterCircles advisors are able to view important details in real-time, monitor things such as expiration date and price and upsell based on the customers specific needs. 

Interested in discovering how Advisor Dashboard can help you? Book a demo and find out more.