CEO
Modern Metric
Modern Metric provides a platform tailored for enterprise insurance distribution to enhance client experience and drive growth. The system streamlines workflows, organizes client data, and facilitates seamless digital engagement from prospect attraction to policy management. This technology empowers insurers to deliver personalized service at scale through online tools and a dedicated mobile application.
- Enterprise Software
- Financial Technology
- Software Only
Updated 6 months ago
Funding
Funding rounds are not available yet.
Founders
Product
Problem
Insurance enterprises face challenges in engaging modern consumers who expect digital-first interactions throughout the client lifecycle. Existing workflows often lack the necessary digital touchpoints to attract prospects, streamline the sales process, and foster ongoing client relationships, leading to missed opportunities and reduced retention.
Solution
Modern Metric provides a digital client experience platform designed to enhance customer engagement for insurance enterprises. The platform facilitates online prospect discovery through integrated applications and automated proposal generation, enabling a more efficient sales cycle. It also offers a mobile application that allows clients to connect directly with their account managers, access policy information, and manage their insured items, thereby improving client retention and satisfaction. The system is built to streamline workflows, secure client data, and provide an intuitive interface for both agents and policyholders.
Target Audience
The platform targets enterprise insurance distribution companies and agencies seeking to modernize their client acquisition, sales, and retention processes through a digital-first approach.
Features
- Online application portal for prospect data collection and initial qualification
- Automated proposal generation engine that creates customized client plans
- Third-party data integrations to enrich client profiles and underwriting data
- Client-facing mobile application for direct communication and policy management
- Secure storage and management of client data with role-based access controls
- Workflow automation tools to streamline internal operational processes
- Website integration capabilities for seamless embedding of client acquisition tools