About Clark Switzerland

CLARK is revolutionizing the insurance industry with a digital, intuitive platform that enables users to manage their insurance and tax affairs easily. As a leading InsurTech company in Europe, CLARK combines innovative technology with a user-centric approach to simplify complex financial tasks.

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Challenges

CLARK wanted to fully digitize its sales and support processes, making customer interactions more efficient. Before implementing Demodesk, managing online presentations and meetings was fragmented, requiring a lot of manual tracking and organization.

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Major paint points they faced were

• Inefficient meeting scheduling and follow-up processes.
• Limited insight into meeting metrics and performance data.
• Difficulty integrating multiple tools seamlessly to create a cohesive user experience.

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There was a lack of a unified presentation format and a standardized approach among advisors. Each advisor followed their own method, often focusing only on the areas where they felt strongest. As a result, cross-selling opportunities were missed, and there was inconsistency in how customers were engaged across the team.

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Solution

CLARK leverages a variety of features within Demodesk to streamline and optimize sales and support processes:

1. Scheduling & Booking Links

They use Demodesk’s scheduling functionality, including different booking links, to ensure smooth and automated coordination of meetings with both internal teams and customers.

2. Meetings & Playbooks

The different meeting types they’ve set up, allow them to tailor customer interactions. Playbooks guide their advisors through standardized presentations, ensuring consistency and maximizing the use of cross-selling opportunities.

3. Meeting Records & AI Chat

All meetings are recorded, and after each meeting, the AI Chat helps the Clark team by suggesting specific follow-up questions based on the meeting transcript. Additionally, they utilize the Automation “AI Summaries” to summarize each meeting transcript based on their pre-defined prompt, ensuring key points are captured efficiently.

4. Coaching & AI

Demodesk’s AI scorecards and comprehensive dashboards allow them to track and evaluate advisor performance in detail, providing critical insights that help them continuously improve and standardize their processes.

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"We were introduced to Demodesk through our colleagues at CLARK Germany and were immediately impressed by the capabilities and results they were experiencing. It was clear from the start that Demodesk perfectly met our needs, eliminating the need to search for alternative solutions. The platform’s features aligned seamlessly with our goals, making it the obvious choice for us."

The implementation of Demodesk at CLARK Switzerland was smooth and efficient, thanks to close collaboration with the Demodesk team and quick integration into to their existing CRM environment. Within a few weeks, the Clark teams adopted the tool and made it fully functional.

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Demodesk Results

Reduced onboarding time

With Demodesk's standardized playbooks, the average onboarding time for new advisors has decreased to less than 1 week. Previously, it would take around 2-3 weeks for advisors, as there were only a few standardized and mostly individual workflows and new hires had to shadow others while making their own notes. 

Automated post-call work

The platform has improved post-call productivity by around 20-30%. Advisors benefit from AI-powered summaries, which reduce the need for manual note-taking, allowing them to focus more on client interactions.

Increased conversion rates

Conversion rate has increased due to several impactful factors, e.g.:

• Increased advisor attention: Advisors can fully focus on clients during calls since they no longer need to take detailed notes manually. This heightened attention enhances the quality of client interactions.

• Enhanced customer satisfaction: Interactive playbooks make the experience more engaging and personalized for clients, leading to higher satisfaction levels.

• Professional and secure interface: Demodesk's professional and secure user interface instills confidence in clients, contributing to better engagement and trust.