Finance and Insurance
Service that protects your customers, and your reputation
We know things are challenging in the financial services and insurance industries right now. Margins are shrinking, compliance is tightening, and customers want faster solutions. It’s a lot!
Our contact centre platform helps you to continue delivering outstanding customer support, even when the odds are against you.
Trusted by these Finance and Insurance organisations:
Everything you need to lead a better contact centre:
Let self-service do the simple work
Free your agents from answering the same routine questions again and again and again… Give your customers the answers they need fast through intuitive self-service, so your team can focus on the cases that need more brain power.
Every interaction in one place
Bring every conversation together (whether by phone call, text, WhatsApp, social and the rest) so your agents always get the full story and customers never have to repeat themselves again.
Digital service that never sleeps
Simple requests like balance checks or policy updates are handled by intuitive self-service and virtual agents. And bonus, they work 24/7 shifts!
Real-time support for complex cases
When situations get sensitive (like a declined payment, a disputed claim, or financial distress), Copilot hands agents real-time prompts and expert knowledge, so they’re able to support the customer with confidence, and empathy.
Payments made safe (and simple!)
For us, security and data protection is not optional, which is why our payment solution is fully PCI-compliant. We keep sensitive data hidden, while making it easy for customers to pay over any device or channel.
Clearer claims and policy processes
Make applications and claims simple to follow by guiding people step-by-step so they don’t get lost, give up, or have to chase for updates.
Flex when things change
Whether it’s an unexpected surge in claims after a freak storm, or a routine peak for end-of-year policy renewals, you can quickly scale up (and back down again after), without extra cost or complicated setups.
Proactive compliance
Audit trails, encrypted data, and automated reporting ensure you meet financial and insurance regulations without adding extra admin to your to-do list.
“We are committed to investing in our people, partners and customers – which is why we selected Cirrus contact centre to support and transform our frontline staff into customer service heroes.”
Why Cirrus for finance and insurance?
- Faster resolutions and less waiting around — whether for a balance, a claim update, or policy details.
- Fewer compliance risks thanks to built-in security and PCI-compliant payments.
- Lower operational costs with automation taking on repetitive work.
- Agents who are empowered to focus on complex, sensitive conversations.
- Happier customers who feel safe, respected, and supported — and stay loyal for the long term.
Ready to raise the standard?
Let’s simplify your processes, support your teams, and give your customers a service they can trust.
