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About

Process Shepherd's decision tree and agent scripting functionality furnishes agents with a step-by-step guides to complex workflows with optional integration to external services such as your CRM or helpdesk. The central aim of this platform is to refine workflows, strengthen compliance, and increase overall efficiency within contact centers and help desks. The essence of Process Shepherd lies in its presentation of workflows as sequential steps or queries that agents follow one after the other. By delivering guidance in this segmented manner, the platform alleviates the complexity of handling complex tasks, minimizing both the time spent on training new agents and the average time consumed in individual interactions. Cut Agent Onboarding Time by 80% Diminish Ramp Time by 40% Lower Average Handling by 30%

About

Shepherd is the first MGU for large scale commercial risks that provides proactive solutions to drive premium savings for clients. We're an insurtech MGU offering casualty lines for commercial construction projects or programs. Shepherd's mission is to make our industry safe and sustainable by rewarding the most innovative builders. Customizable at the project level to easily track compliance status and renewals. Shepherd provides risk assessments alongside our proposals to help clients identify and take action on exposure or claims trends. Visualize the top contributors to premium based on payroll analysis. Identifying claims trends and evaluating performance relative to peers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Contact centers

Audience

Companies looking for an all-in-one commercial Insurance platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Process Shepherd
Founded: 2022
United States
www.processshepherd.com

Company Information

Shepherd
Founded: 2020
United States
shepherdinsurance.com

Alternatives

Alternatives

MyStekz

MyStekz

Stekz
InsureCert

InsureCert

InsureCert Systems

Categories

Categories

Integrations

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

Integrations

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM
Claim Process Shepherd and update features and information
Claim Process Shepherd and update features and information
Claim Shepherd and update features and information
Claim Shepherd and update features and information