01 / 03Quote ready
The quote is ready. The answer is missing.
Hexagon finds the open quote and the customer’s unanswered question.
Motor insurance
Laura Chen · Quote sent
Can I pay monthly?
No reply recorded
Turn more quotesinto policies.
Answer buying questions, follow up and guide customers from quote to policy purchase. Keep claims and policy records connected after the sale.
Example systems
Outlook
Google Drive
SalesforceWhatsAppInsurance
More policies. Less unfinished work.
Turn unanswered buying questions into completed purchases, then keep the customer informed when they need help.
01 / Quote to policyExample workflow
One answer can close the sale.
01 / Quote to policyExample workflow
One answer can close the sale.
02 / 03Question answered
Answer from the quote. Keep the sale moving.
The agent checks the approved payment terms and sends a secure checkout link when the customer agrees.
Monthly payments.
Included in the approved quote
Monthly payment option available
WhatsAppYour quote includes monthly payments. Shall I send the payment link?
Yes, please.
03 / 03Policy purchased
Payment confirmed. Policy purchased.
The customer completes checkout. Hexagon updates the sales record and sends the policy documents.
Your policy is ready.
Laura Chen · Motor insurance
Payment confirmed
Policy documents sent
Sales record updated
The quote is ready. The answer is missing.
Hexagon finds the open quote and the customer’s unanswered question.
Motor insurance
Laura Chen · Quote sent
Can I pay monthly?
No reply recordedAnswer from the quote. Keep the sale moving.
The agent checks the approved payment terms and sends a secure checkout link when the customer agrees.
Monthly payments.
Included in the approved quote
Monthly payment option available
WhatsAppYour quote includes monthly payments. Shall I send the payment link?
Yes, please.
Payment confirmed. Policy purchased.
The customer completes checkout. Hexagon updates the sales record and sends the policy documents.
Your policy is ready.
Laura Chen · Motor insurance
Payment confirmed
Policy documents sent
Sales record updated
Reported Hexagon customer result
+30%more policies sold
A multibillion-dollar insurer used Hexagon to qualify leads, follow up automatically and guide customers from quote to purchase.
Build this workflow with us02 / Quote preparation
Request the site details needed for underwriting.
Milo checks the submitted site list against the insurer's quote checklist, drafts a targeted follow-up and prepares the received information for underwriting review.
SalesforceOutlookGoogle DriveOutlookIllustrative workflow- To
- Broker
- Subject
Property quote checklist
Broker follow-up draft: Please confirm how Site 02 is used, the occupied floor area and the tenant’s activity. We have the property schedule; these remaining occupancy details are needed for underwriting review.
Review notes
- Received
- Property schedule: Site 01 and Site 02.
- Missing
- Site 02: current use, occupied floor area and tenant activity.
03 / Claim updates
Tell the policyholder what the claim still needs.
After verification, the support agent checks the case's recorded documents and outstanding request, then explains the next step without promising an unapproved settlement.
WhatsAppClaims systemWhatsAppIllustrative workflowI already sent the photos for my claim. Do you need anything else?
Your damage photos are recorded on the claim. The outstanding request is the repair estimate. Once it is received, your assigned claims handler can review the next step.
Review details
- Received
- Damage photos
- Still needed
- Repair estimate
- Owner
- Assigned claims handler
ONE COMPANY. CONNECTED WORK.
The next team starts
with the right context.
Keep the customer’s request, the team’s decisions and the work already done connected through your company brain.
Explore the company brainBUILT AROUND YOUR BUSINESS
Bring us one workflow.
Let’s make it work better.
Your process. Your systems. A practical first step.
Talk to our team