Our innovative and exclusive Best Offer WizardSM technology gives you a turnkey ability to reach customers and offer them your products. The technology provides an easy, highly consultative interaction for the customer. We offer a range of innovative question types, and you can combine them in various ways and compare their results. It’s like getting a full web development and analytics team, at your disposal.
The Best Offer WizardSM screen is a significant improvement over rate sheets, because it instantly provides the rate without interpretation by the user. This will lead to a higher degree of accuracy in quoting rates, which is essential to customer care and compliance. And because the tool is so easy to use, the associate can concentrate more on the customer and less on the math of trying to figure out the rate.
The two keys to effective sales conversion are developing a relationship with the customer, and making the right offer to them. The Best Offer WizardSM helps the associate by structuring their conversation with the customer, and by using scripting prompts to help them probe for a customer’s needs. The questions are a launching point for deeper conversations between the associate and the customer. Then, by applying the scoring algorithm, the screen guides the associate to choose from the program that most fits the customer’s needs. Making the best offer for the customer is crucial – it significantly increases the chance of a "yes" and the customer appreciates the experience.