Convertix Service & Insurance
Service & Insurance Features
- Direct SIM calling from Convertix mobile app
- Automatic call logging with timestamps and duration
- Feedback tagging by advisor, customer, or service type
As a Customer Relationship Executive, I can make calls directly from Convertix with dialing every time or making entry about the calls attempted.
- Renewal probability scoring
- AI-based timing and channel suggestions
- Lost lead recovery lists and automated workflows
- Continuous learning for better ROI
CRM Manager can focus team’s time on customers most likely to renew, improving campaign ROI and recovery rates with AI-driven insights.
- Mileage-linked reminder generation (from DMS or telematics)
- Smart adjustment for low/high usage customers
- Alerts for overdue mileage-based services
- Unified view for time + mileage reminders
Service Manager can ensure customers receive reminders that match their actual vehicle usage, increasing relevance and reducing unnecessary calls.
- Imports from DMS, Excel, or Google Sheets
- Auto-deduplication by customer or vehicle
- Unified view of pending, contacted, and scheduled reminders
Service Head can see a complete, accurate list of pending follow-ups from all sources in one place, eliminating manual errors and missed opportunities.
- Auto-assignment by branch, advisor, or type
- Attendance-aware allocation
- Alerts for overdue follow-ups
- Escalation logic for managers
Branch Manager can ensure all reminders are acted upon in time, with automated assignment and real-time alerts for delays.
- One-click calling, WhatsApp, and SMS
- Integrated IVR and SIM-based calling
- Ready-to-use templates for service & renewal follow-ups
- Full conversation history per customer
Customer Relationship Executive can communicate across channels from one screen, maintaining complete conversation history without switching tools.
- Online and in-app service booking with preferred slot selection
- Driver assignment and scheduling
- OTP-based customer confirmation
- Geo-tracking and time-stamped pickup/drop proof
- Alerts for missed or delayed pickups
Service Coordinator can manage bookings, assign drivers, and track every vehicle movement in real time — ensuring smooth operations, timely service, and enhanced customer satisfaction.
- Feedback via calls and WhatsApp
- Multi-rating templates for advisor, service, and experience
- Recovery workflow with alerts
- Trend analytics for satisfaction scores
Customer Experience Manager can monitor satisfaction trends and instantly trigger recovery for unhappy customers before they escalate.
- AMC/Warranty data import and usage tracking
- Expiry alerts and follow-up notifications
- Renewal campaign tracking
- AMC performance analytics
Service Manager can proactively contact AMC and warranty customers before expiry, increasing renewals and long-term retention.
- Shared dashboard for service, insurance, and AMC
- Unified customer communication flow
- Smooth coordination between service and insurance teams
Dealership Head gets a unified after-sales view across service and insurance, helping maximize customer lifetime value.
- Branch-wise and consolidated dashboards
- Configurable access controls
- Inter-branch sharing for leads & customers
- Unified reporting for groups
Group Service Head can compare performance across all branches, standardize operations, and ensure consistency in customer handling.
- KPI dashboards and pivot tables
- Conversion and loss analysis
- CRE, Advisor and branch performance
Business Owner can monitor KPIs, analyze trends, and take corrective actions based on accurate, real-time data.
Proven Impact: Higher Retention, Faster Renewals, Better Control
Convertix helps dealerships improve service and insurance renewals through SIM-integrated calling, AI recovery, and mileage-based reminders — delivering measurable growth in key after-sales metrics.
Benefits Across Roles
Convertix delivers role-specific outcomes so every team member — from group owners to floor executives — sees measurable improvements. Select a role to view what Convertix automates, simplifies and additionally provides.
Owner / Group GM
- Group-level consolidation of service & insurance reminders across branches (DMS, imports, manual).
- Scheduled executive dashboards and topline reports delivered automatically for board review.
- AI-curated recovery flows to re-engage at-risk or dormant customers across the group.
- Roll-up KPIs for Service, AMC and Insurance with easy drill-down to each dealership.
- Clear ROI view of reminder campaigns and recovery efforts by geography and source.
- One-click scheduled summaries and alerts for sudden dips or anomalies.
- Role-based access and consolidated billing for multi-location groups.
- Strategic alerts for ownership (e.g., sudden drop in reminder conversions or group-level no-show spikes).
Frequently Asked Questions — Convertix Service & Insurance
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