Optimizing the Value Chain: Collaborative Customer Knowledge in Global Insurance

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.

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