INDUSTRY · INSURTECH

Every customer conversation carries a signal.

Risk, engagement and opportunity signals show up in conversations first. Performy helps you detect them before they get lost.

Find the signals →

Dashboard → Conversation → SignalInsurTech

DashboardConversationSignalAttentionAction

Account A

HealthyAttention needed

Customer“We're reviewing other options.”

Risk signal

ActionReview the account

Account B

Healthy

Customer“We're adding 20 users next quarter.”

Expansion signal

OpportunityPrepare the expansion

Illustrative example.

The industry reality

Your dashboard can say healthy while the conversation says otherwise.

The conversation can add context an account's status doesn't show.

DashboardStatus: healthy

≠

Conversation“We're reviewing other options.”

How Performy sees it

The signal shows up in the conversation first.

RiskThe customer is comparing

Mentions alternatives or questions continuing.

“We're reviewing other options.”

EngagementParticipation shifts

Who speaks, who stops, and how intensely.

IntentWhat they want to do

Renew, expand or rethink what they've bought.

OpportunityThey want more

Asks for more users, more lines or more coverage.

“We're adding 20 users.”

From signal to action

From the customer's words to account attention.

RiskReview the account.

With the conversation it came from.

OpportunityPrepare the expansion.

While the customer is still thinking it over.

How it works in InsurTech

From conversation to attention.

Customer conversations + account statusWhat the customer says, alongside what the dashboard says.

Account contextThe conversation and the status, in one place.

Risk, engagement and opportunity signalsWhat the dashboard doesn't show yet.

Attention and actionWhich account to look at first and what to do.

After every conversation

The signal is captured.

In the account review

You see which ones need attention, even if the dashboard says otherwise.

Before renewal

You arrive with the context of what the customer said.

At expansion

You spot the opportunity when it appears.

Proof

Built on real sales conversations.

3,5×

Higher close rate with performance > 65%.

95%

Of sellers improved their performance in < 60 days.

100%

Of sales meetings evaluated in real time.

General Performy data. Not specific to any one industry.