Customer Communications Management (CCM) and Document Automation Solutions for Insurance Companies
Stand out from the competition to attract more clients
Stand out from the competition to attract more clients
Document Automation Solutions Help Insurance Providers
to Deliver Better Customer Experiences
Insurance companies communicate with their existing customers mostly through contact centers and written texts, such as insurance applications, policies and claims. Many of these companies don’t realize that all the emails, faxes, letters, statements, reports and general customer correspondence are their strongest ‘calling cards’. These factors determine what your customers experience by using your service and whether they feel valued. Only a very few leading businesses manage their customer communications requirements in a way that lets them stand out positively from their competitors, while also driving greater efficiency.
Our document automation solutions can help you deliver a better customer experience by streamlining business-critical communications processes across your entire enterprise—as well as minimize compliance risks and reduce operating costs along the way.
14 Hours/Week
On average, employees spend over 14 hours/week (35% of time) on routine activities, such as searching for information, preparing standard documents, dealing with mistakes, that could be spent on priority activities.
Learn more about smart document automation
Centralized, transparent & efficient
Consolidating all information sources and communications into one smart and user-friendly platform
Workflow solutions from Ecodocx make cooperation within companies easier and ensure that only approved documents leave the company and that all elements of the outgoing documents achieve brand integrity. If, for example, the legal department has released new insurance conditions, it must be ensured that these are automatically added to all new contracts from a certain key date.
Our customer correspondence solutions equally suit all common process models of document creation: interactivity, personalization, automated on-demand, and high volume document output, and offer the following benefits:
Get the most out of your data
and deliver a personalized and highly-tailored service
Exceptional customer experience begins with exceptional data. Digital natives want, and expect, tailored communications, product offerings and messaging.
In today’s environment, insurers have all the needed customer insight information (from big data analytics) to be able to reach customers with messages that are clear, relevant and contextual, and thereby provide an opportunity to increase their knowledge, loyalty, and satisfaction concerning a company and its products.
A Step-by-Step Guide to
Omnichannel Customer Experience Management
“54% of consumers feel more loyal to brands that show a deep understanding of their preferences and priorities.” – Wunderman Technologies
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Always be prepared
to deliver awesome customer service
Make onboarding processes quick and convenient with smart e-forms that are pre-populated with your customers’ data.
Reduce claims processing time and engage your customers with modern and innovative processes that include photo capture and e-signature capabilities.
Use customer data from multiple sources (CRM, billing, social media, etc) to run relevant upsell and cross-sell campaigns tailored to their unique interests and needs.
Add dynamic elements to your customer’s quotes, policy information or welcome kits to make it simple for your customers to sort through important information with interactive charts, graphs, and sliders, and to finish paper signing with e-signature and notifications.
While brokers and agents remain a core sales touch point for many lines in the insurance industry, today’s customers are “always on” social media platforms, websites, and mobile sources, including smartphones and tablets, which are now critical sources of information for customers. Messaging must be consistent across all channels.