Playbook · Finance & Professional Services
Sample: Neil, with a renewal due.
Hi, I'm Ari, from Arino One. This is a sample playbook for insurance brokers and insurers.
Sound familiar? Renewals lapse because the letter went unread. Claims calls flood in. And quotes take too long.
Neil's renewal notice goes out on WhatsApp. He doesn't read it, so it follows up by SMS, or RCS. And an email arrives with his documents.
Neil calls with a question. Your AI receptionist answers, and offers a call with a broker on WhatsApp. A dynamic flow shows your brokers' free times. A standard flow asks what's changed: his car, his address, or his drivers.
Want more home-insurance quotes? Share a landing page with a consent form, and reply to every enquiry on WhatsApp within minutes.
A Meta lead ad brings every quote request into your contacts, with a WhatsApp follow-up already on its way. And when Neil renews, your team sends a payment request. He pays by card through Stripe, and his confirmation arrives automatically.
And whenever a customer wants a person, your team steps in, with the whole conversation in front of them.
That's Arino One: your own number, your own brand, and your customers' data under your control. Talk to Ari, to see it for your business.
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