Case Study

One Customer Understand-Engage-Retain

One Customer Understand-Engage-Retain

Pages 16 Pages

1. Introduction - Defining persistency in insurance - Key forces driving the need for persistency 2. Evolving customer needs and expectations 3. Reimagining engagement with customers 4. Enter OneCustomer 5. Framework 6. Impact of the solution: OneCustomer 7. Roadmap to Adoption What’s insideIntroduction Quoting Understand customers risk appetite and suggest the right policy Up - Sell Sell a higher premium policy to the existing policy holders Cross - Sell Sell different policies to existing customers Customer Retention Reduce the customer churn rate and increase their CLV CX Enrich customer experience with chat bots, seamless call center support etc C-SAT Measure customer satisfaction and connect with the customers with low C-SAT score Claim Settlement Quick

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