KEEP

Your Insurance Agency

Management System

We co-MINGLE

with it to

QUICKLY E X P A N D Your BUSINESS!

MINGLE Automation is the LEADER in profitable

Ai enabled solutions

from small to large multi-state agencies

+

=

If you DREAM of owning a large Agency with multiple locations and 20,000+ Policies-in-Force…

MINGLE can help make it a REALITY!

Helping You Generate

MORE REVENUE &

SCALE Your Agency!

We're dedicated to supporting Insurance Agents & Agencies

The Agency Ai paradigm shift is here!

For agencies that embrace it, it can be a complete game changer.

We are here assist you in implementing and THRIVING because of it.

We'll help you focus on both GROWTH & RETENTION.

So you can build solid long-term residual and the AGENCY VALUE you've always dreamed of!

How we help you

SELL MORE POLICIES!

Ultra-Realistic

Ai Calling Bot

MINGLE Automation puts the power of an

REALISTIC Ai CALLING BOT to work in your agency.

  • Communicate with ALL of your leads...old & new!

  • Realtime policy-holder engagement

  • Ultra-realistic and Human-like

  • Qualification and CRM updating

  • Appointment Booking

  • Massive outreach

  • Pennies per connected call

STEALTH Website

Visitor Capture

YES…You read that correctly!

We have the advance Ai technology to capture 20+% of the visitors info to your website WITHOUT them filling out a form !

  • Follow-up with website visitors WITHIN SECONDS

  • Convert 2X more visitors into contacts with 100% privacy compliant website visitor intelligence

  • Automatically populate targeted re-marketing campaigns and workflows

  • B2B & B2C Data Enrichment

  • The ONLY tool that lets you see each customer’s path to purchase with real-time customer journey tracking

Automated 5-Star Reviews

Rank higher and win more customers with a custom

Ai-powered reviews software for local businesses.

Pair Mingle with your Management Software to easily generate reviews. — then use Ai to generate tailored, error-free responses with a single click.

Everything you need to build your reputation, grow revenue, and deliver exceptional customer experiences under one roof.

Ai Missed-Call-Text-Back

STOP MISSING

POLICY SALES OPPORTUNITIES!

Start capturing every call during or after business hours. We'll warmly communicate with your potential clients via text with a realistic, automated workflow that can attract and motivate them to consider engaging or re-engaging with your agency.

Lost Policyholder

Win-Back

Ai can play a crucial role in re-engaging policyholders who have left your agency by automating personalized communication campaigns across multiple channels for an extended period of time.

Using advanced data analytics, Ai will craft tailored email messages, SMS texts and follow-up call reminders. Ai can also optimize the timing and frequency of these communications to motivate and maximize the impact to increase the likelihood of winning back former policyholders!

Small Call to Action Headline

Online

Appointment Scheduling

& Reminders

INCREASE YOUR SHOW RATE!

We create automated and custom reminder campaigns based on appointment type, provider, and status that send weeks, days, and even hours before an appointment to ensure clients arrive, and arrive on time.

Intelligent Digital Phones

& Call Pop

KNOW EVERYTHING BEFORE YOU PICK-UP!

Their Name, Contact Info, Policy Types, Claims Info, Past Conversations, etc.

Now you can manage all your end-to-end patient interactions using our secure platform. Manage and organize all conversations in a single place, making your staff more productive.

Low to NO COST

Credit Card Processing!

Traditional processing is what you're currently using. Meaning, every time a patient makes a credit card payment YOU PAY a fee. We are committed to educating you on your options to dramatically reduce your fees… Guaranteed!

One option is to give you the CHOICE at every transaction to absorb the cost or not...which can reduce your overall cost to process credit cards to nothing, nada, zilch, zero! Which will save your practice THOUSANDS of dollars per year!

Commercial Loans to FUND Your Expansion

Traditional processing is what you're currently using. Meaning, every time a patient makes a credit card payment YOU PAY a fee. We are committed to educating you on your options to dramatically reduce your fees… Guaranteed!

One option is to give you the CHOICE at every transaction to absorb the cost or not...which can reduce your overall cost to process credit cards to nothing, nada, zilch, zero! Which will save your practice THOUSANDS of dollars per year!

MINGLE puts Ai to work in insurance agencies to enhance sales efficiency and provide innovative solutions, it is crucial to remember that its implementation currently necessitates a comprehensive system, one that MINGLE provides, which includes human involvement.

TOGETHER will drive clients down the sales funnel.

NOW is the time to change the trajectory of your business with Ai...

Are YOU Ready?

FAQS

What are the Chat Bot functionalities?

Chatbots can perform a variety of tasks – from answering frequently asked questions to automate routine tasks, gathering customer information via chatbot forms, automatically collecting customer questions and behavior to provide it in statistics, and more. The functionalities of the chatbot depend on what are the business specifics and needs and what the main purpose of the chatbot will be. The chatbot can have inquiry forms, redirects to different sections of the chatbot, have direct links from online and offline (with a QR code) as an entry point to a precise place in the chatbot on a precise webpage, it can be with or without conversational Ai, with voice recognition and commands, on many languages. All these and many more can be chosen by the business based on what it assigns the chatbot to do.

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Does a Chat Bot replace my website?

No, the chatbot upgrades the site and does not replace it. That’s why when thinking of implementing a chatbot on your site, you shall think of its purpose and functionalities that do not repeat the website but add additional value to it. The chatbot does what the website cannot – a 2-way communication but not with a human via live chat, but with conversational Ai. The chatbot can have unlimited content personalized to the questions of the users for instant support 24/7/365.  The website works together with a chatbot in favor of the business, its customers, partners, and employees. Of course, for smaller businesses, or if you don’t have a website yet, it is perfectly realistic to use a landing page with a chatbot instead of a website, where the chatbot is the main communication tool, i.e. replaces a website.

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Who controls the content in my company’s Ai chatbot?

The content in the Ai chatbot can be controlled entirely by YOUR BUSINESS. The business adds the content information on the platform, provides and maintains the answers on the business topics in the conversational Ai ​​module, also can make changes throughout the entire content at any time when needed, and be sure to provide up-to-date information so customers can find what they are looking for and be satisfied at the time of their searching. This is the main difference between the business Ai chatbots and those large standalone AI chatbot modules like ChatGPT, LaMDA, BlenderBot, or others that use information from their database (fed with over a trillion records of data) and search live online to generate their answers in freestyle and live.

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What happens if the Ai chatbot does not give an answer to a question?

As the training of the conversational Ai ​​module is a continuous process of data accumulation, it sometimes may not have an answer to a question. The Ai assistant will answer that it does not have information on the topic at this moment. Information about a missing topic will appear as a pending notification in the module in the platform. The new question then can be trained, and answer can be provided. The Ai chatbot “learns” by communicating with each user. The more it communicates, the smarter and more useful the chatbot becomes. Another good tip here is to use the “no, we do not have that” answers as an opportunity to provide clients with more information about the existing products or services as an alternative, and to show the benefits your business will provide with it to the customer: “but we have X which is better with…”.

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