About
Our Team
Calvin Lim – CEO – People
First and foremost, Calvin is an Insurance Broker. He knows the industry inside out, top to bottom. Your pain points are his pain points. Calvin is also a respected International Speaker, Innovator and Entrepreneur. Calvin started his career as technical engineer and worked his way up as China Regional Country Manager for a UK publicly traded Canada. For two decades he has owned an insurance brokerage which led him to finally finding a way to fixing the problem to too many customers bringing too little profit.
Sean Zuo – CTO – Technology
CTO, Sean’s experienced as a full stack software developer and is a project manager for many ERP and CMS software systems. Sean is a technical expert in a variety of programming languages and platforms and has brought his skills to focus on the challenging of creating BrokerAid as an AI powerhouse to manage customer flow and diversion seamlessly.
Wojtek Wójcicki – CMO, Customer eXperience
Wojtek is a master marketer with a resume that would make David Ogilvy blush. Wojtek has consulted with fortune five hundred companies and major corporations in Canada and internationally bringing branding and rebranding excellence couple with marketing camapaigns that build business and grow revenues. Amongst Wojtek’s fforts, including three times world Olympics marketing campaigns.
Wojtek will lead us through the creation of a brand, where it needs to live in today’s business world.
The Challenge
Customers are the challenge.
80% of your customers are not profitable. They steal time, effort and money from you; time, effort and money that could better be put to use servicing the 20% of your customers that matter, the profitable ones!
Throw in sales calls, tire kickers, misdials and more and suddenly your day goes from answering 10 calls that will make you money to wasting time on 110 calls trying to figure out which ones need your attention.
It’s not just wasted time and money. Those 80% of time wasters drive up your Loss Ratio because they bring bad business – high claims, high maintenance, low value.
There is a better way…
…a much better way.
The Solution
“Hello Dave.”
OK, this isn’t HAL, not even close. It’s better, way better.
BrokerAid is an AI driven deep learning machine system that reads your digital client files and immediately starts to separate the wheat from the chafe.
From the moment you flip the switch BrokerAid starts analyzing your customers to find out who make you money and who doesn’t. Then the real magic begins.
When the phone rings, BrokerAid answers. The AI interacts with the caller to find out if they are an existing client or a prospect. If the caller is an existing client BrokerAid will determine if they are high value or low.
BrokerAid triages callers.
Prospect.
- Do they need what you sell?
- Will they be a multi-line customer.
- Do they products they want carry high profit?
- Yes – enter the que to speak to a broker
- No – send them to an email form to provide future service, or terminate the call.
Existing Client
- Are they high value or high maintenance.
- High value – skip the line and go straight to a broker
- High maintenance – send them to the booking tool to schedule a callback at your convenience.