Optimizing the Value Chain: Collaborative Customer Knowledge in Global Insurance
This white paper addresses how shared customer insight helps you manage distribution channels, become more efficient, and deliver superior service by:
- Providing easy access to customers’ transaction and interaction histories across all business units to deliver superior service across distribution channels.
- Collecting and sharing deeper levels of customer knowledge and providing agents with the right information at the right time to help them identify and act on cross-sell and up-sell opportunities.
- Streamlining customer service and follow-up tasks, making it easier for agents, brokers, and service representatives to collaborate across channels to meet customer needs at policy origination, policy renewal, and claims.