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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%
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Contact centers
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Audience
Companies looking for an all-in-one commercial Insurance platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationProcess Shepherd
Founded: 2022
United States
www.processshepherd.com
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Company InformationShepherd
Founded: 2020
United States
shepherdinsurance.com
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Alternatives |
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Categories |
Categories |
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Integrations
Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM
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