Insights

Your complete CX hub.

Insights brings every channel insured.io powers into a single transparent view, with a complete picture of your channel analytics, as well as engagement history, policy lookup, and payments - across all core systems.

Walkthrough · coming soon

One hub. Every channel. Total transparency.

Most vendors deploy a solution and leave you guessing whether it works. We give you the data to prove it, and the tools for your CSRs to act on it.

  • See all interactions. Detailed drill-downs for every touchpoint, including transcripts of IVR calls, history of SMS messages, and more.
  • Empower your CSRs. CSR enablement with engagement history, policy lookup, and one-click payments to any integrated system, so reps stop tab-hopping.
  • Prove the ROI. Independently identify how each insured.io product is performing, with reports such as call volume, payment success, and retention results.

What's inside Insights.

The transparency layer that ties the platform together.

Channel analytics

Dashboards, volume, detailed transcripts, and more for every insured.io channel. Broad views for ops, drill-downs for CX teams.

Engagement history

Every touchpoint a policyholder has had with you, across every channel, in one timeline. Understand the customer journey.

Smart policy lookup

Find and service any policy, across all core systems, with tools that enhance the CSRs abillity to assist the customer.

In-portal payments

Insights Pro CSRs can take a payment without leaving the call — secure, validated, no second login required.

Ready to transform your customer experience?

30 minute demo, real product, real questions answered.