EchoSage is the First Insurance Robo Advisor for Independent Insurance Agencies

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EchoSage introduces the first insurance robo advisor designed specifically to meet the needs of the independent insurance agency. EchoSage allows the agency to create customized and personalized communications when agency staff is not available as well as automated policy renewal reviews.

Robo advisors, virtual agents and digital CSR’s extend the best service and advice beyond the restrictions of physical presence and business hours.

EchoSage is an online software platform providing machine learning tools and hosting guided conversations and robo insurance advisors created by those tools.

EchoSage reporting lets you review and collate conversations and responses from clients and prospects. EchoSage digital conversations are interactive, intelligent, personalized and allow the client to take specific actions as a result of suggestions provided during the conversation.

The independent insurance agents’ value is the professional knowledge, experience and know-how they provide to the client. EchoSage learns this knowledge and know-how from the agent and makes it available in digital conversations on any device at any time. The EchoSage robo advisor expands the reach of the agency expert while providing exactly the same conversation and advice the human expert would give in person or on the phone.

In addition to providing a digital clone of the best agent or CSR in the agency, EchoSage allows the agency to capture the knowledge and experience of workers preparing to retire. EchoSage becomes a teacher for new staff in the independent agency with the ability to pass this knowledge on to the next generation of insurance professionals.

Using EchoSage each agency is able to capture its own unique knowledge and expertise. The robo advisor for a personal lines agency in California will differ from the robo advisor for a commercial agency in Florida, based on each agency’s unique expertise.

Duke Williams, EchoSage co-creator, says “Today’s independent insurance agent needs to move from providing commodity price based insurance products to a personalized experience for each client based on customized advice. Robo advisors, virtual agents and digital CSR’s extend the best service and advice beyond the restrictions of physical presence and business hours.

Agencies can change FAQ’s from frequently asked questions to frequently answered questions. Superior customer service on the customer’s terms and schedule is the key to capturing the digital consumer for independent insurance agents.”

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Duke Williams
Sehhey, LLC
+1 (800) 768-0907
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Duke Williams
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