Reliance Global Group, Inc. combines artificial intelligence (AI) with the personalized experience of a traditional insurance agency, recently announced that it has significantly enhanced its AI-based, InsurTech platform with new customer relationship management (CRM) tools to further enhance workflow, streamline operations, and reduce costs for insurance agency partners utilizing RELI Exchange.
Moshe Fishman, Director of InsurTech at US based Reliance Global Group, commented, “Our strategy to leverage AI technology has revolutionized the process by which insurance policies are obtained, making it more automated than ever before. The enhanced AI engine powering our RELI Exchange platform now pre-populates 90% of a customer’s application, providing agents with an improved and streamlined process.
The new custom CRM system facilitates the entire customer engagement, sales and closing process, allowing the system to provide ‘smart coaching’ guidance where needed. In addition, our RELI Exchange sales directors will benefit from the CRM system, as it will help directors better track prospects, and support agency partners through the sales cycle. These enhancements to the AI-based platform are not meant to replace the agent experience, but rather enhance their interactions with customers, by enabling them to compare more quotes in a shorter amount of time, while focusing on the overall experience.”
Ezra Beyman, CEO of Reliance Global Group, stated,
“We are excited to integrate our advanced AI engine and custom CRM system into our RELI Exchange InsurTech platform. This upgrade follows the recent launch of our real-time, life insurance quotation tool, which compares life insurance policies from over 15 insurance carriers, and builds upon our successful home and auto insurance offerings.”