Insurance

Building trust through personalized, A.I.-powered video risk management reviews 

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Insurance Solutions

Storyline is revolutionizing how brokers can leverage real-time, personalized, AI-powered videos to generate:

Real-time Reporting
Monthly, quarterly, YTD, annual Portfolio Reviews

New Proposals
Proposal options and plan comparisons

Team Performance Reviews
Agent, account executive and branch performance reviews

Sales & Marketing Productivity
Campaigns, leads, pipeline and sales conversion rates

Customizable Features

Storyline’s patent-pending, audio and visual storytelling technology was built to allow brokers to deliver a truly differentiated client experience.  

  • Data integration from multiple sources
  • Build and customize episodes
  • Customize theme branding and add rich media
  • Embed education and promotional content
  • Measure real-time engagement

Measurable Impact

Storyline’s personalized, AI-powered storytelling can help improve the quality and frequency of communications and reporting to:
  • Increase client engagement
  • Increase conversion of new prospects
  • Increase client retention
  • Drive upselling opportunities
  • Improve team productivity

Samuel Hale

Samuel Hale provides comprehensive insurance, employment and technology services including worker’s comp, staffing, payroll, HR and benefits.

Featured Integration Partner

Samuel Hale

Samuel Hale provides comprehensive insurance, employment and technology services including worker’s comp, staffing, payroll, HR and benefits.

Popular Insurance Episodes

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Worker's Comp Claims Review

Analysis of claims development, incurred costs and loss trends.

  • Cost of Claims Snapshot
  • Claims Snapshot
  • Largest Open Claims
  • Trend Analysis
  • Total Incurred
  • Exmod History
  • Claims by Year
  • Incurred Cost by Policy Year
  • Expense by Type
  • Cause of Loss
  • Claims by Type

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