Symphony for insurance

Communication software solutions for insurance companies

Empower smarter, more efficient client interactions with Symphony

Trusted by leading insurance firms
Insurance firms play a critical role in helping both individuals and companies manage risk and recover from unforeseen events. Balancing the demand for personalized client communication with stringent regulatory compliance is a constant, critical challenge.
550,000+

users on the platform

1300+

institutions served by Symphony

Symphony Federation allows advisors to engage with customers on their preferred platform, while enabling adherence to compliance standards. Combined with Symphony Analytics, AI-driven insights transform client interactions, simplify data and risk management, and provide a competitive edge to insurance companies.

Solving the challenges of the insurance sector

Customer engagement

Exceed customer expectations with personalized service and deliver actionable insights through clients’ preferred communication channels via WhatsApp, SMS, WeChat, LINE & mobile voice.

Actionable insights

Plug data inputs and outputs with integrated CRM entries to generate AI-driven insights that optimize agent outreach and enhance customer service.

Simplified Compliance

Maintain compliance with a simple multi-channel solution that supports recording capabilities and aligns with regulatory rules without complexity.

Symphony solutions that empower insurance companies

Bringing Symphony’s four platforms together, users have the power to create an insur-tech ecosystem that enables better client engagement, easier data management, and empowers overall communication compliance.

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Federation

Connect with clients via authenticated integrations with mobile communication channels like WhatsApp, SMS, WeChat, LINE & mobile voice.

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Symphony Messaging

Build a seamless workflow with internal and external messaging, powerful automations, and constant connectivity across financial markets.

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Enhanced Directory

Save time and effort finding the right individuals or teams by securely connecting market participants through entitlement-based controls, firm-provided data, and standardized taxonomies.

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Sponsored Access

Provide your clients access to Symphony Messaging, enabling connection with an individual user or the entire community, without requiring additional licenses.

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Cloud9

Connect with team members through enterprise-wide intercom functionality for internal support across research, operations and compliance teams.

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Virtual Number

Consolidate and capture business interactions in one dedicated phone number enabling compliant mobile communication across channels.

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Research Authoring

Create and curate discoverable content with a comprehensive tagging solution that applies accurate and consistent entity and thematic tags on a granular level.

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Messaging Analytics

Aggregate and visualize messaging data with easily digestible Dashboards to extract insight and identify patterns for optimizing workflows.

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Voice Analytics

Transcribe voice trading interactions and extract detailed analysis to improve efficiency, informing strategic decisions and simplifying risk management.

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Integrations

Instantly access critical tools to-and-from Symphony Messaging, fostering a seamless flow of information, limiting errors and empowering teams to work more efficiently.

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Apps & Bots

Leverage in house bots or create your own custom workflow to further improve and automate workflows, saving time and reducing the risk of errors.

Watch demo: Simplifying off‑channel communication

Watch how Symphony’s Messaging, Voice, and Analytics platforms come together in this end to end workflow to streamline communication with clients across channels and derive ai-powered insights from those conversations, creating transparency for easier client relationship management.

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Meeting the security requirements of the insurance industry

A trusted global community built on security

Symphony’s strict data security and privacy policies ensure that firms retain control of their data. Our messaging capabilities offer end-to-end encryption, content filters, and security controls, while our redundant architecture and borderless community mitigate the risk of off-channel communication. Symphony Voice and Analytics features comply with SOC II and ISO 27001 protocols, giving firms control over their proprietary voice data at all times.

Symphony is trusted across financial services

Request a Demo

We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.

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