The white paper "Transforming Insurance Sales in the Digital Era" outlines an Online-to-Offline (O2O) strategy that combines digital lead generation with traditional agent-based sales. The O2O model improves productivity by funneling online leads to agents who close sales offline, integrating digital analytics with personal interaction. Key pillars include a diverse lead ecosystem, real-time lead management, data-driven insights, and agency management. Enablers like consistent messaging, personalized offers, and embedded insurance enhance customer engagement. Case studies with virtual banks and insurtech highlight O2O's flexibility and potential for high customer satisfaction.

Join for free to read