To the main page
Examples by industry
Choose an example, and it goes into the box on the main page.
Insurance
15 examplesA hand on the pulse: updates and training for agents and claims handlers, by phone
A new policy, and every agent can explain it
- Underwriting uploads the new policy's terms, as a PDF.
- Yedaverse builds a brief and a phone call from them.
- Sales managers approve both before they go out to the agents.
- On launch day the brief goes out as a phone call to agents by phone call.
- Agents hear the brief on the call, and the avatar checks that they can explain the cover.
- The management dashboard shows who is ready to sell, and sends an automatic reminder to anyone who didn't answer.
Combinations
- BriefPhone callA new policy: brief and callCreate
- LessonSimulationA rejected claim: lesson and simulationCreate
- BriefLessonSimulationRenewal and retention: brief, lesson and simulationCreate
Single trainings
- Phone callRenewing a car policyCreate
- SimulationA claim after an accidentCreate
- SimulationRejecting a claimCreate
- Phone callCancelling a policyCreate
- SimulationExplaining travel coverCreate
- SimulationHome insurance and water damageCreate
- Job interviewInterview for insurance agentCreate
- Phone callA quote for a new customerCreate
- LessonThe duty of disclosureCreate
- Training sessionListening to an upset customerCreate
- VideoOpening a claim in the appCreate
- LessonWhat's new in the home policyCreate
Frequently asked questions: Insurance
Can we upload the policy terms?
Yes. You upload the terms as a document, and the avatar explains the cover and answers follow-up questions from the material, with a reference to the section.
How do they practise a sensitive call, such as a rejected claim?
In a simulation with a virtual customer who reacts as a customer in that situation would. At the end they get a score and feedback based on the procedure.
Can agents in the field practise on their phone?
Yes. The training arrives as a link or a phone call, at the time you set.
Who is told when an agent is stuck?
In the path you set an escalation step: the team leader or the department manager gets a message when someone hasn't passed after all the attempts.