Call center software for insurance
Nixxis: optimize claims management and strengthen your customer relationship
Nixxis facilitates personalized follow-up of each file by uploading client files. Strengthen your role as a preferred advisor to policyholders and optimize your productivity with automated reminders.
Ensure a personalized experience
during every customer interaction
For banks and insurance companies, personalizing the customer experience makes all the difference.
Insurance companies manage complex interactions on a daily basis: contract subscriptions, claims, compensation requests, and complaints. These often sensitive exchanges require rapid and tailored responses, with a dedicated contact person for each client.
Nixxis offers a complete solution for call centers in insurance, banking services and brokerage firms. The platform centralizes all your inbound and outbound interactions on a single interface, ensures optimized customer follow-up with their assigned advisor, and allows you to deliver personalized service to strengthen satisfaction and establish a lasting relationship of trust between customers and agents.
A solution for every need
Insurance companies and claims managers
The problems encountered
Insurance companies must manage a high flow of inbound interactions, including claims and reimbursement requests, while reducing wait times and maintaining service quality.
The Nixxis response
Nixxis intelligently distributes calls to the right advisor, integrates with CRM and contract management software, and provides real-time dashboards to track customer satisfaction and compliance with regulatory deadlines.
Brokers and distribution networks
The problems encountered
Brokers must ensure the rapid subscription of new contracts, support clients in their procedures and maintain a close relationship despite an increasing volume of calls.
The Nixxis response
Nixxis offers personalized call scripts, follow-up or loyalty campaigns, and detailed reporting to optimize sales performance and improve customer satisfaction.
Banking institutes
The problems encountered
Banks must process a variety of requests, such as account openings, loan applications, and sometimes even card cancellations, while ensuring fast and secure processing.
The Nixxis response
Nixxis automatically displays the customer file during the call, keeps a complete history of interactions and intelligently distributes calls so that each request is handled by the assigned or most qualified advisor.
Why choose Nixxis for
your call center?
Personalization of interactions
With Nixxis, every customer interaction is personalized thanks to the preferred agent feature, which allows a customer to be assigned to their assigned advisor, and the automatic pop-up of customer files, which immediately provides a complete history of interactions, contracts, and claims. This gives agents all the information they need to respond to the customer.
Omnichannel solution
Nixxis centralizes all your omnichannel customer interactions on a single platform—whether calls, emails, SMS, chat, or even social media. Your teams can manage each contact from a single screen, reducing errors, avoiding duplication of information, and improving the flow of exchanges with your policyholders.
Real-time reporting
With live dashboards and key metrics, you can track answer rates, average handling time, customer satisfaction, and team productivity. This data allows managers to make informed decisions, adjust campaigns, and optimize call center performance.
Seamless integration
Starting with the Enterprise edition, the solution easily integrates with your insurance CRM, ERP, and other business tools, ensuring consistent tracking of customer files and seamless synchronization with your existing systems. This provides agents with all the information they need to process each request quickly and accurately.
Key features for the banking and insurance sector
Integration with
different business tools
The Nixxis solution seamlessly integrates with your existing insurance industry tools, whether specialized CRMs, contract management software, or claims processing platforms. This compatibility ensures continuity in your existing processes, without loss of information, and facilitates the centralization of customer data to deliver a consistent and seamless experience.
Intelligent
contact distribution
With intelligent dispatch, every incoming call is automatically routed to the most appropriate agent to handle the request, whether it’s for claims management, policy underwriting, or claim follow-up. This approach reduces unnecessary transfers, speeds up resolution, and improves customer satisfaction by ensuring each policyholder speaks directly to the right person.
Uploading files
and click-to-call
When a customer contacts your center, the corresponding file is instantly displayed on the agent’s screen with the complete history of interactions and cases. Combined with the Click-to-Call integrated into your CRM or contract management software, this feature saves valuable time and creates a more personalized relationship, since the agent already has all the necessary information before the conversation even begins.
Advanced database segmentation
Nixxis allows you to segment your customer bases in a detailed and dynamic manner according to numerous criteria (contract type, insured profile, file status, seniority, etc.). This advanced segmentation facilitates the launch of targeted campaigns, whether for reminders, loyalty actions or proactive communication in the event of regulatory changes or specific offers.
Smart callbacks rules
To ensure flawless follow-up, the platform offers configurable reminder rules and automatic reminders. Whether it’s informing an insured about the progress of their file, confirming an appointment with an expert, or calling a client back at the agreed date and time, these automations increase the responsiveness of the service while relieving your agents of repetitive tasks.
What do our
customers say?
Axa Assistance
Europ Assistance
The context: The previous Europ Assistance solution did not allow real-time measurement of activity, both regarding incoming and outgoing calls. Handling thousands of support requests per day, it was essential for the company to have a complete view of calls answered and requests in progress. Covering over 200 countries, their contact center solution needed or to the cutting edge of the latest digital innovations and easy to use for its agents. Furthermore, Stability was a very important criterion, as every minute of inactivity cost the company a lot of money.
After using the Nixxis solution: Nixxis has enabled Europ Assistance to opt for a more modern solution better suited to its business line. In addition, the migration from one software to another was very quick, as was the handling, which avoided any downtime. From now on, the comprehensive and customizable reports allow for better staff allocation and further improve the support that the company provides to its customers around the world.
FAQs - Software for your banking and insurance call center
Yes. The Nixxis solution integrates seamlessly with your insurance CRM, banking ERP, and business software (contract management, claims, loans, etc.) to centralize all interactions in a single environment.
Thanks to intelligent call distribution, each insured is redirected to the most competent agent. Automatic file escalation also provides immediate access to the customer’s complete history for faster and more personalized processing.
Yes. Automated reminder rules and interaction tracking ensure that every step (document validation, appointment confirmation, follow-ups) is tracked accurately and without missing a thing.
Absolutely. The preferred agent feature allows your policyholders or banking clients to be served by the same advisor, fostering a relationship of trust and continuity of service.
Nixxis offers customizable IVR and intelligent call distribution, which directs customers directly to the right person. This avoids unnecessary transfers and significantly reduces wait times.
Yes. Automatic reminders by phone, SMS, or email allow you to inform clients about the progress of a file, confirm an appointment with an expert, or follow up on a contractual deadline.
Advanced segmentation tools allow you to target customers according to their needs (renewal, follow-up, loyalty) and optimize sales performance thanks to personalized scripts and detailed reporting.
Yes. Nixxis offers real-time reporting on key indicators such as call pick-up rate, average handling time, abandonment rate, and customer satisfaction, allowing supervisors to immediately adjust the organization.
Absolutely. Nixxis is a flexible and modular solution that adapts to the needs of large call centers as well as smaller structures, with personalized settings based on your volumes and processes.
Ready to move your call center to
higher speed?
Improve your performance and offer your customers the quality of service they deserve.