Tomorrow’s leading insurers will be the ones that create more valuable connections with customers and employees – delivering highly personalised policies, premiums, and user experiences; a service where every interaction is both timely and relevant.
Select your line of business and see what it means for you
Senior sales leaders are using insights from across the business to accurately promote more personalised products that reflect customer life events. In return, they can share information about prospects’ current circumstances and preferences.
The combined impact of this approach is £65.36m across the business as a whole, with sales contributing £25.32m.
Innovative sales leaders are...
Improving access to sales information – in the office and remotely
Enables flexible working
Automating workflows
Boosts agent productivity
Driving smarter prospect profiling and opportunity management
Closes more deals
Together, sales and service leaders are…
Putting a greater focus on cross-sell and upsell opportunities based on life events
Improves customer retention and repeat purchases
Together, sales and marketing leaders are…
Enabling a smarter use of data to inform content
Drives increased cross-sell and upsell opportunities
Together, sales, marketing and service leaders are…
Reduces duplication of effort, enables 1:1 interactions and drives more leads
Creating more valuable connections with customers
Senior service leaders are using insights from across the business to automate administrative tasks – whilst offering a compliant, personalised omnichannel service. In return, they can share customer feedback with sales and marketing.
The combined impact of this approach is £65.36m across the business as a whole, with service contributing £17.94m.
Innovative service leaders are...
Directing traffic to lower-cost channels, without impacting service quality
Reduces headcount and costs
Improving access to customer and case information
Reduces case resolution times and increases agent productivity
Together, sales and service leaders are…
Putting a greater focus on cross-sell and upsell opportunities based on life events
Improves customer retention and repeat purchases
Together, marketing and service leaders are…
Increasing the use and improving the functionality of lower-cost channels
Reduces overall costs
Improving the after-sales experience
Ensures customers are informed to reduce queries and complaints
Together, sales, marketing and service leaders are…
Reduces duplication of effort, enables 1:1 interactions and drives more leads
Creating more valuable connections with customers
Senior marketing leaders are creating more personalised journeys based on individual risk profiles and customer life events. In return, they can share insights from social and digital channels with sales and customer service.
The combined impact of this approach is £65.36m across the business as a whole, with marketing contributing £22.10m.
Innovative marketing leaders are...
Creating a unified experience across web, social, mobile and email channels
Increases traffic and conversion rates
Enabling real-time segmentation of your customer data
Re-engages inactive customers
Consolidating channels
Reduces overall number of platforms
Together, marketing and service leaders are…
Increasing the use and improving the functionality of lower-cost channels
Reduces overall costs
Improving the after-sales experience
Customers are informed to reduce queries and complaints
Together, sales and marketing leaders are…
Using data in a smarter way to inform content
Drives increased cross-sell and upsell opportunities
Together, sales, marketing and service leaders are…
Reduces duplication of effort, enables 1:1 interactions and drives more leads
Creating more valuable connections with customers
Senior IT leaders are improving the running of key lines of business through a single suite of easy-to-use, integrated, cloud-based systems – systems that boost employee productivity, increasing revenue, reducing costs and ultimately, enhancing the customer experience. In return, they will spend less time maintaining complex infrastructures and sprawling systems, freeing up resource to focus on other priorities.
The combined impact of this approach is £65.36m across the business as a whole.
Innovative sales leaders are...
Improving access to sales information – in the office and remotely
Enables flexible working
Automating workflows
Boosts agent productivity
Driving smarter prospect profiling and opportunity management
Closes more deals
Innovative service leaders are…
Directing traffic to lower-cost channels, without impacting service quality
Reduces headcount and costs
Improving access to customer and case information
Reduces case resolution times and increases agent productivity
Innovative marketing leaders are…
Creating a unified experience across web, social, mobile and email channels
Increases traffic and conversion rates
Enabling real-time segmentation of your customer data
Re-engages inactive customers
Consolidating channels
Reduces overall number of platforms
Together, sales, marketing and service leaders are…
Reduces duplication of effort, enables 1:1 interactions and drives more leads
Creating more valuable connections with customers
Connecting data and teams across your key lines of business will ensure that every customer transaction is proactive, timely and relevant. It will increase revenue, boost productivity, reduce costs, improve market share and ultimately, result in happier customers.
It also has a more tangible impact of £65.36m across the business as a whole.
Innovative sales leaders are...
Improving access to sales information – in the office and remotely
Enables flexible working
Automating workflows
Boosts agent productivity
Driving smarter prospect profiling and opportunity management
Closes more deals
Innovative service leaders are…
Directing traffic to lower-cost channels, without impacting service quality
Reduces headcount and costs
Improving access to customer and case information
Reduces case resolution times and increases agent productivity
Innovative marketing leaders are…
Creating a unified experience across web, social, mobile and email channels
Increases traffic and conversion rates
Enabling real-time segmentation of your customer data
Re-engages inactive customers
Consolidating channels
Reduces overall number of platforms
Together, sales, marketing and service leaders are…
Reduces duplication of effort, enables 1:1 interactions and drives more leads
£65.36M is a big figure.
Get the breakdown
Our Business Value Report details the roles sales, service and marketing have to play in delivering that figure. It’s based on our industry knowledge and extensive experience of working with leading insurers.
For us, customer success isn’t about any standalone piece of technology. It’s about being committed to helping you achieve your strategic objectives and delivering real, commercial value. It’s about helping pioneering businesses connect with customers and employees in innovative ways.
That means supplying you with all the technology and guidance you need to form meaningful relationships – across every channel and every line of business. We empower you to sell faster, service customers better, market smarter, and with the Customer Success Platform.