Current Situation
Although traditional sales channels — mobile salesforces and insurance agencies (independent, corporate, or in alliances with banks) — are still dominant for completing sales transactions, the internet is both as an information and as a transaction platform. To meet the customer expectations to engage through different channels, many organizations are investing in omni-channel strategies. To ensure the success of their omni-channel initiatives, it is important to invest in automation to improve efficiency, productivity, and quality of service.
Goals and Objectives
Invest in multichannel integration to enable frictionless services for customers and partners across channels. _ Invest in digital capabilities to increase the efficiencies of insurance backoffice operations and improve the ability to transform different lines of businesses. _ Consider investments in areas such as intelligent email management, automated call centers, web chats, and staff support solutions.
Technology Deployed
Digital distribution platform, RPA, Cognitive capabilities, Advanced analytics, Cloud
Use Case Summary
Automate manual operational processes across different channels with the aid of digital technologies to support the ability to improve current processes, handle service requests more quickly and accurately, cut costs, and accelerate the transformation journey