OGGO Data

OGGO Data is a software solution designed specifically for insurance brokers, according to OGGO Data SAS. It aims to help brokers increase their sales effectiveness while ensuring compliance with regulatory requirements. The product is suitable for insurance brokers of all sizes, from small independent brokers to large brokerage firms. It caters to professionals in the insurance industry, including insurance brokers, insurance agencies, financial services professionals, risk management professionals, and employee benefits consultants.

Key Features

Autonomous Web Strategy: According to the vendor, OGGO Data offers tools to enhance online visibility and generate leads for insurance brokers. Brokers can showcase their services and encourage inbound contact through integrated quote forms and insurance comparators on their websites.

Real-time Customer Experience Optimization: OGGO Data provides automatic lead importation from various sources such as suppliers, websites, and social media platforms, as claimed by the vendor. The automatic lead assignment scheduler ensures leads are allocated to brokers based on source, daily quotas, and advisor availability.

Increase Referrals and Recommendations: OGGO Data offers a module that allows brokers to generate a "Partner" space for each of their business referrers, according to the vendor. Brokers can build a network of business referrers by establishing deals with their partners.

Enhance Customer Engagement: OGGO Data includes integrated video conferencing to optimize the customer experience by providing a range of online services, as claimed by the vendor. Features include screen sharing on insurance comparators, document transfer, interactive chat, and timestamping for traceability.

Multi-Equipping to Increase Customer Loyalty: According to the vendor, OGGO Data offers multiple insurance comparators, allowing brokers to compare health, life, mortgage, pet, auto, and home insurance from the same tool without re-entering client data.

Regulatory Compliance: OGGO Data provides tools to help brokers comply with regulatory requirements, including compliance with the General Data Protection Regulation (GDPR), according to the vendor. The software offers secure data hosting and protection against external attacks.

New Features as of September 2023: According to the vendor, OGGO Data's marketplace integrates new products and CRM functionalities on a weekly basis. New products include insurance for dependency, legal support, auto insurance, home insurance, and more. New functionalities include a simplified cancellation service with integration of JeResilieMonContrat.com and a video conferencing service.

Prospecting Tools: According to the vendor, OGGO Data allows insurance brokers to diversify lead sources with access to over 25 lead providers. Brokers can analyze lead performance and compare conversion rates, generated premiums, and average monthly premiums. They can also export and return unworkable leads to providers.

CRM and Sales Management: OGGO Data offers multi-market modeling for both individual and business clients, according to the vendor. The software provides advanced search capabilities for projects, contacts, and contracts. It supports manual and automatic lead assignment, appointment and task organization with shared calendars, and automatic alerts and desktop notifications.

Communication and Marketing: OGGO Data includes features such as email and SMS sending with delivery and open notifications, reception and forwarding of emails, transfer of emails to projects or contacts, sending postal and electronic registered mail, creation of email and letter templates with dynamic fields, and tracing and timestamping of all events, according to the vendor.