P3 Insurance Solutions aimed to enhance customer communication after encountering issues with missed notifications and issues with data integrity. To address these challenges and improve customer satisfaction, they partnered with SPLICE. By leveraging the out-of-the-box integration between SPLICE and EZLynx, P3 Insurance now delivers personalized text messages, emails, and calls throughout the policyholder journey, ensuring more effective and timely communication.
Objectives:
Address communication gaps to ensure proper customer notifications
Reduce the potential for customer disputes and improve customer satisfaction
Personalized communication to improve customer experience
Favorite Features:
Personalization
Ease of Use
Directly Integrated
Fast Implementation
SPLICE Solution
P3 Insurance Solutions understands that one policy does not fit every need and was seeking an effective way to help guide policyholders through every step of their insurance journey. With P3’s in-depth experience, local, relationship-building focus, they pride themselves on guiding policyholders through every step of the insurance process. SPLICE’s method of automating each touchpoint in this process, without having P3 change any of their day-to-day processes or workflows, they were able to automate timely messages to policyholders and ensure they would not miss important updates or notifications.
The SPLICE EZLynx integration provides P3 Insurance Solutions seamless access to SPLICE’s features right from within EZLynx. P3 Insurance Solutions has set up 15 active touchpoints throughout the policyholder journey, utilizing automated texts and emails. These touchpoints are triggered automatically based on daily actions within EZLynx.
“At P3 Insurance, we’re always looking for new ways to uplevel our customer experience and partnering with SPLICE Software and EZLynx allows us to do just that. The email and text integration gives our customers the freedom to communicate with us however they’d like, helping our team provide outstanding service and customized insurance solutions.”
– Dariet Wallace, P3 Insurance Solutions
Implementation
SPLICE’s automated opt-in collection and automated communications provided P3 Insurance Solutions with an easy way to respect customer communication preferences within their day-to-day interactions. Since using SPLICE’s solution, P3 Insurance Solutions has been able to improve efficiency and address communication gaps impacting policyholders' receipt of notifications. This solution has significantly simplified their daily operations by automating texts, calls, and emails within existing workflows and processes. Within months, P3 immediately saw improvements with data accuracy and increased the collection of policyholder’s cell and mobile phones to 88%. P3 also saw a decrease in overall inbound calls and saw more efficient calls coming in only when required.
Within six months, P3 Insurance added SPLICE’s communications with their prospecting solution, EZLynx’s Sales Center. Sales Center is a tool within EZLynx that further supports P3’s capability of managing daily operations for lead and prospect management. By automating notifications at each stage of the Sales Center pipeline, they ensure that prospective customers receive quotes and move through the application process quickly and accurately.
Industry: Insurance
Company Profile
P3 Insurance Solutions - Your Local Memphis Independent Insurance Agency. Insuring Memphis and All of Tennessee.
For more than a decade, P3 Insurance Solutions has been serving customers with local service throughout Memphis, TN and across Western Tennessee and Northern Mississippi. Our team takes pride in knowing and understanding the communities we serve, allowing us to provide outstanding service and solutions for every situation.
