case study

A Blueprint to Better:
Revolutionizing Insurance
Engagement

Customer Journey Mapping I Process Optimization

Customer journey map for a life insurance buyers journey experience, showing user emotions, pain points, and stages from discovery to claims and fund access.

Moving From
Friction to
Function

Challenge

A well-established insurance company was grappling with issues of customer engagement and satisfaction.

From policy discovery through to claims processing, customers faced multiple friction points, not only deterring new customers but also negatively affecting renewal rates among existing policyholders.

They needed to identify, prioritize and remove these barriers.

Journey mapping process diagram for a major insurer, showing stages from research through gap analysis to microjourneys and opportunity identification.

Closing the Gap:
Challenges into
Opportunities

Solution

End-to-End Customer Journey Mapping. We undertook a comprehensive analysis to develop a customer journey map that visualized the full experience from awareness to policy cancellation. This mapping was crucial in identifying key touchpoints, pinpointing moments of friction, and uncovering opportunities for enhancement.

Based on our mapping insights, we implemented several targeted improvements:

  • Redesigning touchpoints to be more intuitive and user-friendly.
  • Enhancing digital interactions to boost user engagement.
  • Streamlining processes to reduce operational burdens and costs.

Customer First: Redesigning the Insurance Journey

0

Key issues
identified

0 %

Issues
addressed

1

NPS
increase

Outcomes

Enhanced Customer Satisfaction The redesign of the customer journeys significantly improved clarity and intuitiveness, leading to enhanced customer satisfaction as reflected in improved Net Promoter Scores (NPS).

Increased Engagement The improvements in digital usability and personalization led to higher levels of customer engagement, particularly on digital platforms.

Operational Efficiency The streamlined processes we introduced reduced operational costs and improved service speed and quality, enhancing overall customer satisfaction.

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