Mon Sep 8, 10:00am
Hi Jackson it's Jessica from Trust Insurance. It looks like you missed your last payment of $115.23 for the account ending in 3767. Would you like to make a payment online? Reply YES to get a link to our payment portal.
Hey Jackson, we still haven't recieved your payment for the account ending in 3767. Do you need help? Let's schedule a call. What time works best for you?
Ok, send me a link
Here's a link to the payment portal.
Mon Sep 8, 2:00pm
Can you call me, Im not sure how to do this
Mon Sep 8, 2:05pm
Looks like we missed you. When is a better time?
my break was over and I had to go back to work. can you call at 5:15pm?
Of course. We'll call you at 5:15pm!
Mon Sep 8, 5:10pm
Just a reminder, I'll be calling in 5 minutes.
Mon Sep 8, 5:15pm
Timely Payment Conversations
Missing a payment can be unintentional and stressful for customers. Let's keep things simple for Jackson. Start by seeing if he'd like to pay online.
Click ‘Next’ to see the conversation.
Click ‘Next’ to see the conversation.
Start with a question.
Proactively reach out to customers to share important payment information.
Follow up.
Create opportunities for engagement with polite yet persistent follow-ups.
Get a response.
Permission-based content sharing.
Drive customers to your payment portal with secure custom links.
Adapt to requests for support.
Missed call? No problem.
Drop a perfectly transcribed Visual Voicemail to get connected at a better time.
Follow up.
Adapt and persist with conversational AI.
Plans change
Make rescheduling calls quick and easy.
Determine the right time.
Determine the right time.
Get connected.
On the phone, Jackson gets help with paying his bill.