Somit | Insurance Brokers | Guatemala
Somit Strengthens Customer Trust with More Secure and Traceable Communication
A success story of traceability and commercial team supervision through WhatsApp in Guatemala with Reach Tools.
With Reach, the team consolidated all its channels into one place, eliminating information loss and improving operational efficiency.
12 lines centralized into one inbox
Interaction traceability
(from 70% to 100%)
Operational risk
WhatsApp
About the Company
Somit is an insurance brokerage firm that provides personalized advisory services for life, health, auto, and property insurance. Its team of brokers maintains constant communication with clients to resolve questions, manage policies, and support each stage of the service with agility and trust.
The Challenge
Somit had 12 brokers using personal WhatsApp numbers. There was no centralized supervision and no complete traceability of conversations.
The Solution with Reach
- Consolidation of 12 lines into a single inbox
- Real-time supervision
- Reassignment of critical conversations
- Performance reports per broker
- Elimination of information loss
Results in Numbers
- Traceability increased from 70% to 100%
- Information loss reduced from 10% to 0%
- 12 lines consolidated into one centralized inbox
- Operational risk reduced to 0%
Applicable industry: Insurance, financial services, and sectors where traceability is critical.
This case demonstrates how Reach Tools enables insurance companies in Guatemala to achieve full WhatsApp traceability, eliminate information loss, and reduce operational risk.
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