VERTONE strategy insurance assistance consultancy

Case studies

Opportunity study of customer experience convergence between business lines of an international insurance and assistance player

Opportunity study of customer experience convergence between business lines of an international insurance and assistance player

Context

Our customer provides a comprehensive insurance and assistance offering covering 5 lines of business: automobile, home, health, travel and credit. These business lines operate mainly on a B2B2C basis, on behalf of multiple partners, with their end customers.

Objective

Evaluate the opportunity to develop the convergence of the customer experience of its 5 business lines on common standard paths, by carrying out the exercise on 2 digital customer paths: "Reimbursement" and "Follow-up of an assistance file".

VERTONE contribution

  • Definition of "ideal" self-care target paths for the 2 customer paths "refund" and "file follow-up".
  • Assessment of the potential and opportunity for convergence between the 2 courses.
  • Formalization of recommendations to initiate convergence of the customer experience for the 2 paths.

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