How WaterCircles helps advisors sell better

Good insurance advice depends on understanding what the customer already has. But when that information has to be explained from memory or collected manually during a call, advisors spend valuable time gathering data rather than advising.

WaterCircles uses Anessa to give its advisors permissioned access to customers’ existing insurance information — including policies, coverage, pricing and expiry dates — directly within their workflow.

The result is shorter calls, more relevant conversations and stronger sales performance.

The full picture, during the conversation

When a customer consents to sharing their insurance information, Anessa accesses and structures the relevant policy data.

WaterCircles advisors can see that information while speaking to the customer, giving them a factual starting point for the conversation.

Rather than relying on the customer to know the details of every policy, the advisor can see existing coverage and identify where the customer may have different needs.

More time advising, less time collecting information

Access to structured customer data has changed how WaterCircles advisors work.

The company reports shorter call times, higher conversion, more policies per customer and faster onboarding of new advisors.

For individual advisors, the impact can be very tangible.

“Without Anessa, I would never have achieved the sales record I set yesterday. I beat my personal record.”

And the data has become part of the everyday sales process:

“Today it's hard to make a sale without Anessa’s Advisor Dashboard.”

WaterCircles shows what full financial context can mean at the point of advice: less time spent establishing the customer's current situation and more time helping them act on it.