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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Major technology firms such as Amazon have raised expectations for convenience and the ability to access services anytime and anywhere, and the insurance sector is no exception. Customers today desire the freedom to engage with your business, manage their policies, and obtain information at their convenience, regardless of their location. By enabling self-service options for clients, your team can devote more time to essential revenue-generating tasks. Our innovative online and mobile self-service platform, Applied CSR24®, is pioneering in the insurance industry, ensuring that your customers remain connected to your business. To thrive in the digital age, it is crucial to meet the evolving expectations of consumers, as this will enhance client satisfaction, foster loyalty, and differentiate you from competitors. Recognizing that each client has distinct needs, it is important to customize the documents they receive to align with their specific requirements. This tailored approach not only improves the client experience but also reinforces your commitment to personalized service.

Description

A significant number of manufacturers are increasingly utilizing configuration, pricing, and quotation (CPQ) systems, like the P'X Industry Solution from Perspectix, which seamlessly integrates interactive 3D technical configuration, layout planning, and visualization with cost analysis, bill of materials, and quotation generation to effectively address customer needs. This integration significantly lightens the burden on sales teams, allowing trading partners and international entities to more easily access essential product information. Additionally, design and product development teams can shift their focus toward innovation and creativity, rather than spending time on the review or design of various product options. Meanwhile, there is a rising demand for self-service options among industrial clients; approximately 70 percent prefer the convenience of resolving their needs through online platforms instead of through direct interaction. Research indicates that manufacturers and suppliers can experience sales growth of up to 30 percent when they provide these self-service capabilities, highlighting the importance of adapting to customer preferences in the digital age. This trend underscores the necessity for businesses to evolve their strategies in order to stay competitive and responsive to changing market dynamics.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

vBots

Integrations

vBots

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

Perspectix

Founded

1996

Country

Switzerland

Website

www.perspectix.com/mm/2023_03_en_whitepaper_industry.pdf

Product Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Product Features

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

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