Insurance Decision Tree Software Empowers Insurance Agents to Improve Customer Satisfaction (CSAT)

Insurance decision tree with built-in forms help streamline benefits, approvals, prior authorizations & verifications for insurance payers & broker organizations.

Insurance Decision Tree Software Empowers Insurance Agents to Improve Customer Satisfaction (CSAT)

30 Sec fast.   24x7.
No-Code.   Happy Customers.

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24% to 15% productivity improvement in insurance policy servicing and claims was driven by improvements in processes and automation. MK

Third Party Admin (TPA)

Policy Servicing

Benefits Eligibility

Answer complex questions

Independent Practice Assoc.(IPA)

Consistent Guidelines

Life, Property & Casualty

Built for Payers & Brokers

Cost Mitigation

Enforce Standards At Scale

Digital Transformation

Process Optimization

95% of surveyed insurers are already accelerating digital transformation to maintain resilience.  DE

Empower Insurance professionals to quickly answer complex questions correctly the first time and improve team productivity.

Online field service management interactive decision tree software.

So simple! Get more done & lower team onboarding & training times with DeciZone Insurance decision tree software.

How it works

Create Answer Trees

For Complex Questions / Topics

Guide Agents in Real-Time

Next best action always clear

Improve bottom line

Lower costs, efficiently.

DeciZone no-code interactive insurance decision tree maker enhances Customer Satisfaction (CSAT) with interactive customer guides, Agent script flowcharts with built-in form fields.

Agent Productivity

TTR (Time To Resolution) ≪ 30 sec

Customer Satisfaction

FCR (First Call Resolution) > 90%

Lower Cost

Case Escalation Rate ≪ 4%


After Job Notes ~ 99% Automated

Relevant Advanced Features

Analytics Dashboard

Monitor Performance

Simplify Onboarding Training

Effortless Interactive Experience

Knowledge Base

Searchable Trees


Analyze & Coach.


Save to popular CRMs & ERPs

Modular Structure

Effortless Reuse & Linking

Create decision tree driven interactive guides for insurance support agents & brokers that integrate with your CRM system and help improve consistency & quality of service. Check out how DeciZone insurance interactive decision tree software can integrate & work with other platforms .

Enough Talking, See a Demo!

Here is what a Published DeciZone interactive insurance decision tree example might look like when its shared as a clickable button/link with your insurance support teams:


With DeciZone, your people will always know the next best action. Enable Confident Decisions with No-Code Interactive Decision Trees & Flowcharts.

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Customer first!

" Very easy to use and create trees, easy for the team to adopt but still very powerful under the hood."

RL,  Agent Supervisor

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Schedule a DEMO for your insurance team so we can answer your specific questions!

Frequently Asked Questions

How to insurance companies use decision trees and flowcharts?

Decision trees are knowledge tools that use a flowchart or tree like model to visualize insurance service and support contact center processes. Flowcharts and decision trees guide agents actively step by step through service inquiries. This ensures consistent performance in insurance contact centers, eliminates skipped or forgotten questions, increased FCR & fewer call transfers as well as higher customer satisfaction. DeciZone interactive decision trees and flowcharts make it effortless for your agents to engage with your customer while revealing the next best action automatically.

How can insurance agents and teams leverage decision trees on all support channels?

Insurance support teams carefully design the decision trees for most frequently inquired topics or popular complex topics. These decision trees can be presented in a interactive experience using platform. You can choolse to limit access to these trees only to the internal teams or in some cases even allow customers to use these trees for self-service. Any one with access to a tree can get the most appropriate recommendation in just a few seconds of making choices. As a result, most low hanging issues can be automatically handled by the interactive self service decision trees. For the agents this is even more beneficial because it reduces the time to resolution TTR as well as first call resolution FCR metrics resulting in a better agent productivity as well as a improved customer satisfaction CSAT ratings.



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