Direct Selling Platform for Commercial Lines Insurance
Case Study
DIRECT SELLING PLATFORM FOR CASE STUDY COMMERCIAL LINES INSURANCE BUSINESS REQUIREMENTS VOICE OF THE One of the best capitalized insurance groups in the world turned to Xceedance to develop its CUSTOMER online distribution system for commercial insurance products. The direct-to-customer platform was unique in the marketplace, as typical online offerings are predominantly lead generation systems that direct customers to agents and brokers. PROJECT TEAM The project required extensive expertise in both property & casualty insurance and a range of online technologies. The goal was to optimize the online customer experience and minimize the number of steps needed to purchase the insurance products. Third-party data aggregators were used to limit the amount of information required directly from customers. ceedance set up a Testing Center of Excellence with knowledgeable policy and claims testers. DEVELOPMENT AND DELIVERY The Xceedance team delivered a fully functional direct platform for workers’ compensation, “The approach of the BOP and commercial auto in just five months. Post deployment, Xceedance added new website Xceedance team to transform features and enhancements in rigorous two-week increments. the overall customer experience in our project TOOLS AND TECHNOLOGY is outstanding. I’m very ǡ ASP.NET MVC Framework pleased to be associated with ǡ Angular JS Xceedance and its dynamic experts. They are innovative ǡ Web Service APIs and helped us build a ǡ Digital Marketing Campaigns (Google Adwords) responsive, end-to-end digital ǡ Analytics & Reporting (Google Analytics & Tableau) platform for direct sales.” ǡ Customer Experience Management (Inspectlet) > PRESIDENT, U.S. INSURER ǡ Machine Learning (NLP) DIRECT SALES GROUP OVERCOMING CHALLENGES Xceedance leveraged its expertise in rating and pricing rules optimization, customer experience management and data analytics to enhance the overall customer experience. Innovative customer service tools were built, allowing the client’s help desk to guide customers through the purchase path. ǡ ǡ ǡ
