Serve Insurance Customers Better With Personalized CX

Between rapidly changing tech advancements and consumer expectations, the insurance industry is changing. The new minimum standards of service rely on individualization, greater transparency, and seamless convenience. Our solutions for insurance providers cover everything from finding new audiences, improving sales, and giving customers service that raises the bar.

Our CX Solutions

Treasure Performance – Customer Data Platform

Richer customer data and native AI modeling to create personalized messaging and support for consumers
Deeper audience demographics, behavior mapping, and buying habits
Actionable insights from real-time data and customer actions
Predictive AI performance enhancements
Customer profiling and propensity scoring
Audience segmentation
Variable, personalized messaging
Customizable reporting and dashboards

Trust & Safety

Data privacy protection and customer data security
Compliance with the GDPR, CCPA, and more international privacy regulations
Preventing, detecting and flagging potential fraud
Customer authentication and user verification
Platform protection
Quality assurance services
Social content moderation and management
Transparency in advertising
Ad and brand integrity across third-party networks
Licensed in all 50 states & Washington, D.C.

Back Office Support

Enrollment and claims management
Document handling and management
Quick and meticulous data entry
Smart AI automations for faster information processing
Quality assurance monitoring
Secure data handling
Data deduplication
Staff forecasting and management
24/7 business support

Lead & Revenue Generation

Licensed sales agents
Inbound and outbound sales support
Omnichannel marketing campaigns and nurture sequences
Intelligent lead routing and audience segmentation
CDP-enriched communications strategies
Increased response rates with targeted delivery and personalized messaging sequences
Insights into market trends that drive customer behavior and how to leverage them

Customer Care

24/7 customer service coverage
Onshore, nearshore, and offshore options that let you scale as needed with the most effective associates in the most desirable locations
Multilingual support and AI-powered accent neutralization for enhanced communication
Cross-channel customer service, including email, social media, chat and phone
Self-service options, including structured chat and generative AI applications
Call routing and multi-tier call handling
Technical support for websites and apps
Payment status and collection

CX Solutions for Insurance

Lines of Business We Support

Property & Casualty
Life and Annuity
Healthcare
Travel
Specialty Insurance

Policy Support

Claims research and status
First Notice of Loss management
Policy enrollment
Sales broker support
Policy modification

Member Support

Claims and First Notice of Loss (FNOL) management
Risk management
Underwriting support
Provider issuance
Plan comparisons and recommendations

Case Studies

A North American Insurance Provider

Without sacrificing customer experience, our client wanted to reduce their cost-per-call and cost-per-dispatch to improve their operational efficiency. By implementing new automation and network optimizations, we improved associate KPIs while dropping costs by 27% in 12 months.

A Subsidiary of an International Insurance Brand

Our clients needed a simple way to engage and support more than 10,000 independent agents in sales and underwriting activities. By creating an online marketing hub for their agents, we gave them the tools to target and execute omnichannel campaigns, order on-demand collateral, and gain greater control over their marketing and messaging programs. We achieved more than 90% agent participation in the first year and helped secure premiums in excess of $100 million.

A Publicly Traded P&C Insurance Provider

One of the largest P&C insurance and roadside assistance providers needed to quickly develop a work-from-home program for its employees during the initial months of the 2020 pandemic. We were able to provide 340 agents with client-compliant computer equipment and install tech to ensure stable internet connectivity, creating a seamless transition from office-based to home-based work within four weeks.

Let's Connect

All businesses are different. Get in touch and we’ll connect you with a real person who can put together a customized plan to meet your needs.

INSURANCE

Increase policy sales alongside customer satisfaction