An Entertainment Insurance needed an efficient way to manage their quotation and payment processes, as their existing manual methods were slow and error-prone.
Challenge:
They faced a challenge with manual quote generation and the management of their three core insurance products. Their existing process required substantial time and effort from both customers and brokers, leading to delays and inefficiencies. Omnify X was tasked with developing a custom solution to streamline the quotation process and enhance customer experience.
Solution:
We developed a custom application tailored to the company’s unique needs. Our solution involved:
Instant Quotation System: We created an online platform where customers could input their details and instantly generate a quote for the insurance cover they required. This streamlined the initial customer interaction and sped up the decision-making process.
Customer & Broker Portals: Both customers and brokers were provided access to a secure portal where they could view and review their quotes, access policy documents, and download invoices. This ensured transparency and easy access to all necessary documentation.
Automated Notifications: The system was set up to notify the admin team whenever a customer required further assistance, enabling quick follow-up and ensuring no inquiries were missed.
Invoice & Policy Delivery: Upon completion of a quote and payment, the system automatically generated an invoice and policy document, sending copies to both the customer and the admin team for their records.
Integration with Internal Systems: To meet the company’s internal requirements, we incorporated a feature that generated a Rich Text Format (RTF) document, compatible with their internal systems for seamless data transfer.
Results:
Efficiency Gains: The automated quotation process reduced the time spent generating quotes by 70%, enabling customers to obtain insurance much faster.
Improved Customer Experience: With instant quotes and a user-friendly portal, customer satisfaction increased. Brokers were also able to handle more clients due to the streamlined process.
Administrative Time Savings: Admin staff no longer needed to manually process documents, freeing up their time for higher-value tasks.
Increased Sales Conversions: The simplified process and real-time assistance led to a higher rate of completed purchases, boosting overall sales.
This project showcased Omnify X’s ability to transform complex, manual processes into seamless, automated systems, driving efficiency and improving customer experiences.
Ready to improve customer experience using automated systems?
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