Insurance
Seize Your Cross-Sell and
Up-Sell
Moments
Keeping You at the Forefront of Innovation
Life & Annuity
Create intelligent journeys with hyper-personalization for each policyholder.
Property & Casualty
Boost revenue-per-policyholder with contextual engagement while boosting loyalty.
Health Insurance
Send tailored communication and offers to policyholders' preferences and drive upsell and cross-sell opportunities.
Other Insurance Services
Disability Insurance
Automobile Insurance
Pet Insurance
Accident Insurance
Etc.
Maximize Customer Lifetime Value: Orchestrate the Entire Customer Communication Journey
Varta ingests multiple data files from a wide array of siloed systems of record into a centralized hub to offer a 360-degree view of your existing customers.
Tailored Product Recommendations
Provide timely, relevant advice by understanding individual needs and behaviors, ensuring your offerings resonate uniquely with customer needs.
Quick Personalized Quotes
Make quoting easy, without any unnecessary steps. Simplify the process for increased customer satisfaction.
Streamlined Tasks
Simplify and automate day-to-day customer communications to drive contextual engagement. Save time for both customers and your team.
Rise in operational efficiency
Reduction in service request time
Reduction in total cost of ownership
Efficiency In Transactional Processes
Explore untapped revenue streams by delivering exceptional experiences
Enhanced Customer Retention
Craft exceptional experiences throughout the customer journey, reducing churn rates and enhancing customer retention.
Efficient Claims Processing
Get automated updates, transparent communication, and real-time status tracking to minimize customer anxiety during critical times.
Brand Loyalty
Prioritizing the customer experience, we help you deliver hyper-personalized and interactive customer communications that foster brand loyalty.
Data-Driven Insights
Harness customer engagement data to refine your marketing strategies, design new products, and tailor your services to specific customer segments.

Featured Use Cases
Maximizing Efficiency with a Unified View: Leveraging the Modern CCM
Varta’s next-gen customer communication platform seamlessly elevates your revenue generation by transforming customer engagement, while helping new business and policy servicing teams.
Policy Issuance and Welcome Kits
Create and deliver welcome kits containing policy documents, ID cards, and contact information.

Premium Billing and Reminders
Send timely payment reminders to policyholders before their due dates, reducing the risk of policy lapses.

Claims Communication
Streamline the process by notifying policyholders of claims submission procedures and provide real-time updates on claim status.

Policy Renewal and Changes
Send policy renewal notices and explain any alterations in premiums, coverage, or terms via dynamic HTML5 or personalized videos.

Loss Prevention and Risk Mitigation
Avoid loss prevention and risk mitigation through valuable risk mitigation tips and safety recommendations.

Policy Education and Information
Educate policyholders about policy features and benefits, offer insights into different insurance products, and simplify complex insurance terms.

Personalized Videos
Simplify complex policy communications and better educate policyholders to create cross-sell and up-sell opportunities.

Product Promotion and Cross-Selling
Promote new insurance products and cross-selling complementary policies to your existing policyholders.

Policy Expiry and Lapse Prevention
Explain the consequences of policy lapses and offer convenient options for policy renewal or extensions.

Make Customer Communication Simple With An Omnichannel Approach
Whitepaper: Insurance Claims Processing In The Digital Era

Don't Just Take Our Words for it




