The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the
entire life-cycle of the agency’s client relationship from pre-sales to servicing
to renewal in a unified system that has: sales & marketing client, policy,
& financial management agency-branded mobile app integrated text messaging data…
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Sprinklr Service
Score7.9 out of 10
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Sprinklr Service is a Contact Center platform for managing customer interactions across more than 30 voice, social, and digital channels. It centralizes conversation history and customer context as interactions move among email, chat, voice, and social channels. The platform includes embedded AI for intent classification, routing, agent assistance, quality review, and self-service automation. Sprinklr Service also supports Conversational AI, Social Media Customer Service,…
Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.
Sprinklr Service has always been well-suited for all of the work we do. As it's all social media content, and most require responses or escalations, Sprinklr Service covers all of that. The only time I think we wouldn't need it is if we were working with a much smaller client who didn't need us to have eyes on so many platforms at once.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Automated notifications for certain types of content or posts from certain users
The reporting options are fantastic.
We've integrated a chatbot seamlessly with Sprinklr modern care so our team members can pick up a conversation if our bot isn't able to provide an answer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Prospect side of system lacks functionality of the client side.
No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
"Quick Summary" profiles lack functionality of true client profile area.
No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.
I find it difficult to dive into analytics for each social post. The reporting tool gives me an overview of the channels but I would love to look at a breakdown of each post performance.
You currently can't add closed caption subtitles to videos uploaded through Sprinklr so this results in having to revert to the native platform.
I would love to be able to set up a newsfeed that includes posts from a number of our partner accounts, so I can keep up to date with what they're posting.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The biggest reason we renewed, and kept up with Sprinklr Modern Care is because it is an active community and there is customer buy-in already. They continue to update and improve the product, but more importantly, the customers are using it. It's easy to switch products when it's not an active component in your daily structure, but switching and migrating the data or providing alternatives becomes difficult when customers have grown accustomed to a specific experience. As long as they continue to improve the available features and the community stays active, renewed use will continue.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think it is a great system if a policy and or changes download. After that, in our experience, all the manual entry is very difficult. In my opinion, it appears to be built by tech people and not insurance people.
I've spent year designing products so I'm a tough judge when it comes to other solutions. It's clear that Sprinklr Modern Care was designed for the average online consumer with a very user friendly interface. They have made improvements to the admin tools to make that area of the product easier to use as well.
No issues with system availability. They manage updates in off-peak hours and I usually don't notice the changes until I log into the system the next day.
Performance is great and is not negatively effecting our processes. We have to make sure it doesn't effect out load times. Not currently seeing any issues with widgets affecting page load times.
I know the Sprinklr conference calls have been helpful, but sometimes submitting a ticket can be a little daunting. In the past, we've included information in screenshots that are then asked for by a member of the support staff. The turnaround time has been between 3 days, which isn't horrible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Basic setup took me less than 30 minutes. This includes initial configuration, putting in the initial content, and getting the look-and-feel customized. The domain routing took the normal lag time any other website or blogging service. The really important thing was to get the user accounts setup and begin seeding the system with content before a public launch.
First, we had a social studio which was good in terms of functionalities but slow. After that, we had the chance to use Talkwalker & social bakers which were good tools yet not enough compares to Sprinklr
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Increased employee efficiency: Having a clear, one-stop "shop" where users can leave feedback, ask questions, and find bug fixes or workarounds has saved me (and other community managers at my company) loads of time that was once spent responding to numerous emails on an individual basis.
Better customer service: Since everyone in the company is alerted of what's being written on our forum, it's easy to spot a high-priority issue, delegate to the person in charge, resolve it, and respond as soon as possible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
