6X growth: revolutionizing insurance with AI-driven automation

With CommBox’s conversational AI omnichannel platform, Hispanos Services improved their agents’ productivity, saved costs and skyrocket sales.

60%

Calls shifted to
digital channels

40%

Increase in agent productivity

33%

Lead generation automated 24/7

20%

Increase in customer satisfaction

About Hispanos Services

Hispanos Services is a leading tax and insurance provider in the United States, specializing in the Hispanic population. They offer tax preparation, insurance services, translations, notarization, company registration, realtor services, payroll, and bookkeeping.

Industry

Insurance

Channels & Integrations

WhatsApp, Facebook messenger, Instagram, Email

Teams

Sales, Customer Service

Business Size

Small size (1 – 500)

Use Cases

Lead generation
Get a qoute
Customer authentication
24/7 self-service
AI Bots on WhatsApp

The goal

Streamlining customer communication and sales processes

Before CommBox, Hispanos Services, an insurance and tax provider in the United States, was overwhelmed by customer inquiries, while it wanted to focus on lead generation and sales.

However, the company relied on a single WhatsApp number for communication, creating a significant bottleneck. They needed to reach customers and generate leads across multiple channels more efficiently.

The main challenges they struggled with were:

Limited lead generation due to reliance on phones and a single WhatsApp number for all communication
Difficulty managing communication across WhatsApp, Facebook, and other platforms
Time-consuming document handling with sensitive information sent through unsecured channels
Overload of manual tasks
Lack of 24/7 availability

“We looked for an official WhatsApp solution provider, that also offers social media integration and automation – so we could generate leads 24/7 and boost sales. CommBox proved to be the perfect fit.”

President, Hispanos Services

The Solution

All-in-one conversational AI platform to engage, convert and support

Hispanos Services implemented CommBox’s conversational AI platform, an all-in-one omnichannel solution for customer service and sales. CommBox provided tha comprehensive solution for hispanos insurance’s needs:

A unified agent workspace for managing communications across WhatsApp, Facebook Messenger, and email, as well as other channels.

An AI-powered chatbot for lead generation and 24/7 support
Digital signature capabilities to streamline paperwork and handling sensitive customer documents
Enterprise-grade security to ensure data protection and privacy

“We chose CommBox for its advanced security after looking into different solutions. CommBox helped us automate 33% of our lead generation, increase agent productivity by 40%, and save thousands of hours and dollars each month, allowing us to grow by 5X. It’s amazing!”