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Confidential
Group No: 1
Topic : Insurance (Generali)
Presented By:
Roll No. 07 – Amit Jaiswal
Roll No. 16 – Tanmay Pednekar
Roll No. 26 – Shrikant Shelar
Confidential
Our international presence is our greatest strength: Generali is a major, Europe-centric company that however is
continuing to build its presence selectively, also in Asia and South America.
Generali
Confidential
With a solid European foundation, Generali first arrived in Asia in 1975. Today, you will find our offices in eight
markets throughout the region that include: China, Hong Kong SAR, India, Indonesia, Malaysia, the Philippines,
Thailand and Vietnam. Hong Kong SAR is also the home of our regional headquarters.
Confidential
Confidential
Confidential
Confidential
This is the way each of us acts as a Lifetime Partner.
Our Lifetime Partner Behaviors
Our Behaviours inform us how to better serve our customers, support our distributors and work more effectively with
our colleagues and as a Group. They represent a way of doing things that will differentiate our offering to clients and
employees from our competitors and help us achieve our ambition to become a lifetime partner to our customers.
Confidential
Our Service Parameters
Confidential
Our Contacts
For Health Insurance Claims (24/7)
Call
• 1800 103 8889
• 1800 209 1016
Email
• fgh@futuregenerali.in
For Other than Health Insurance
Claims and General Enquiry
Call
• 1800 220 233; 1800 500 3333
• 022 67837800
Email
• fgcare@futuregenerali.in
Future Generali India Insurance Co Ltd.
Unit 801 and 802,
8th floor, Tower C, Embassy 247 Park,
L.B.S. Marg, Vikhroli (W),
Mumbai - 400 083.
IRDAI Registration No: 132
General Insurance| buy and renew best general insurance online in India| Future Generali
Confidential
The world leader in assistance and
care services. A major reference in
the Assistance & Travel Insurance
business in Europe, South
America, Asia and South Africa.
Confidential
Our Net Promoter Score Program
Policy Life-
Cycle
Our Insights Strategy – Realtime, Actionable & Engaging
Our NPS survey asks two key Questions
Go for 9’s & 10’s
Create Promoters
Close the Loop
Gather insights &
Reassure Customer
Action on Insights
Continuous
Improvements
& innovation
The Net Promoter Score
1
2
The Net Promoter System
3
 “On a scale of 0-10,
How Likely are you
to recommend
Future Generali?”
 and “Why?”
Confidential
Our NPS Survey & Close-Loop Process
 Surveys to customers as well as business
partners
(Eight touch-points)
Purchase, Renewal, Health Claims,
Motor Claims, Customer Service, Operations,
Intermediary
 Close-looping – Program
• Operational Close-Loop (Detractors) -
Contacted by a Clooper to understand the
concerns and assist
• Structural Close-Loop
 Comments and issues captured in system
at time of operational close-loop analyzed and
pain-points prioritized for mitigation.
 Potential solutions (systems, processes and
people- development) worked out to improve
the Customer-Experience
Confidential
Our NPS Network – Roles & Responsibilities
 Employee Engagement
• 300+ Employees actively involved (accessing the
Medallia system)
• Access to all employees now
 Clooper-Team
• Cloopers – Close-loop every detractor alert with
customer (48 hrs)
• Clooper Coaches – Training for Quality of close-loop
calls and comments.
 Champions-Forum
• Champions - Classify and Analyze clooper-
comments for their TP.
Quick –Wins (Immediate Action)
 Big-Wins (Project proposal)
• Super-Champion - Steering and Support.
 Action-Committee
• TP Owners - Sponsor Big-win projects and overall
responsibility for driving actions in the Touch-point
• CEO - Reviews and direction-setting
“Everyone a Clooper”
Close-loop calls by all Roles to understand
“Direct from Customer”
Confidential
How does the Survey process work?
Customer
transaction for
the touchpoint
Transaction is
created in the
system
All transactions are collated in a
file known as ‘Feedfile’
Feedfile is unique for each TP
and each TP has 2 Feedfiles
1 for Email invites
& 1 for SMS Invites
IT Team keeps these
Feedfiles on the SFTP
server given by Medallia
1° Batch is kept at 11AM
and 2° Batch if any is
kept at 1PM
Medallia system runs
the files through
various
filters & rules
Invites are sent to eligible
customers
Customer takes
the survey
NPS is calculated
basis Response
received
Detractors ( 0-6 ratings ) are
contacted by Cloopers for
feedback
Classification | Internal
Confidential
T - NPS PERFORMANCE
50
58 59 60 63
2018 2019 2020 2021 2022
TNPS
24545 29584 30801 32252 35223
Responses
90% 89% 82% 86% 91%
% Closed Before Overdue
Internal
Confidential
17
Purchase
Customer Comments
“Its been more that 5 days. Still i have not received policy soft copy over email. The person who helped me to buy the
policy is not responding.” – FG Dog Insurance (104974372)
“I couldn't download my policy from the website neither have I received a reply to my email seeking the policy to be sent
via email.” – Future Easy Travel Schengen (105244368)
“Not receiving any update after purchase a policy . Policy related documents yet to receive.”
– Future Hospi-Cash (104906794)
Internal
Confidential
Thank You
18

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Group 01 Insurance - 15th Jan 23.pptx

  • 1. Confidential Group No: 1 Topic : Insurance (Generali) Presented By: Roll No. 07 – Amit Jaiswal Roll No. 16 – Tanmay Pednekar Roll No. 26 – Shrikant Shelar
  • 2. Confidential Our international presence is our greatest strength: Generali is a major, Europe-centric company that however is continuing to build its presence selectively, also in Asia and South America. Generali
  • 3. Confidential With a solid European foundation, Generali first arrived in Asia in 1975. Today, you will find our offices in eight markets throughout the region that include: China, Hong Kong SAR, India, Indonesia, Malaysia, the Philippines, Thailand and Vietnam. Hong Kong SAR is also the home of our regional headquarters.
  • 7. Confidential This is the way each of us acts as a Lifetime Partner. Our Lifetime Partner Behaviors Our Behaviours inform us how to better serve our customers, support our distributors and work more effectively with our colleagues and as a Group. They represent a way of doing things that will differentiate our offering to clients and employees from our competitors and help us achieve our ambition to become a lifetime partner to our customers.
  • 9. Confidential Our Contacts For Health Insurance Claims (24/7) Call • 1800 103 8889 • 1800 209 1016 Email • fgh@futuregenerali.in For Other than Health Insurance Claims and General Enquiry Call • 1800 220 233; 1800 500 3333 • 022 67837800 Email • fgcare@futuregenerali.in Future Generali India Insurance Co Ltd. Unit 801 and 802, 8th floor, Tower C, Embassy 247 Park, L.B.S. Marg, Vikhroli (W), Mumbai - 400 083. IRDAI Registration No: 132 General Insurance| buy and renew best general insurance online in India| Future Generali
  • 10. Confidential The world leader in assistance and care services. A major reference in the Assistance & Travel Insurance business in Europe, South America, Asia and South Africa.
  • 12. Policy Life- Cycle Our Insights Strategy – Realtime, Actionable & Engaging Our NPS survey asks two key Questions Go for 9’s & 10’s Create Promoters Close the Loop Gather insights & Reassure Customer Action on Insights Continuous Improvements & innovation The Net Promoter Score 1 2 The Net Promoter System 3  “On a scale of 0-10, How Likely are you to recommend Future Generali?”  and “Why?”
  • 13. Confidential Our NPS Survey & Close-Loop Process  Surveys to customers as well as business partners (Eight touch-points) Purchase, Renewal, Health Claims, Motor Claims, Customer Service, Operations, Intermediary  Close-looping – Program • Operational Close-Loop (Detractors) - Contacted by a Clooper to understand the concerns and assist • Structural Close-Loop  Comments and issues captured in system at time of operational close-loop analyzed and pain-points prioritized for mitigation.  Potential solutions (systems, processes and people- development) worked out to improve the Customer-Experience
  • 14. Confidential Our NPS Network – Roles & Responsibilities  Employee Engagement • 300+ Employees actively involved (accessing the Medallia system) • Access to all employees now  Clooper-Team • Cloopers – Close-loop every detractor alert with customer (48 hrs) • Clooper Coaches – Training for Quality of close-loop calls and comments.  Champions-Forum • Champions - Classify and Analyze clooper- comments for their TP. Quick –Wins (Immediate Action)  Big-Wins (Project proposal) • Super-Champion - Steering and Support.  Action-Committee • TP Owners - Sponsor Big-win projects and overall responsibility for driving actions in the Touch-point • CEO - Reviews and direction-setting “Everyone a Clooper” Close-loop calls by all Roles to understand “Direct from Customer”
  • 15. Confidential How does the Survey process work? Customer transaction for the touchpoint Transaction is created in the system All transactions are collated in a file known as ‘Feedfile’ Feedfile is unique for each TP and each TP has 2 Feedfiles 1 for Email invites & 1 for SMS Invites IT Team keeps these Feedfiles on the SFTP server given by Medallia 1° Batch is kept at 11AM and 2° Batch if any is kept at 1PM Medallia system runs the files through various filters & rules Invites are sent to eligible customers Customer takes the survey NPS is calculated basis Response received Detractors ( 0-6 ratings ) are contacted by Cloopers for feedback Classification | Internal
  • 16. Confidential T - NPS PERFORMANCE 50 58 59 60 63 2018 2019 2020 2021 2022 TNPS 24545 29584 30801 32252 35223 Responses 90% 89% 82% 86% 91% % Closed Before Overdue
  • 17. Internal Confidential 17 Purchase Customer Comments “Its been more that 5 days. Still i have not received policy soft copy over email. The person who helped me to buy the policy is not responding.” – FG Dog Insurance (104974372) “I couldn't download my policy from the website neither have I received a reply to my email seeking the policy to be sent via email.” – Future Easy Travel Schengen (105244368) “Not receiving any update after purchase a policy . Policy related documents yet to receive.” – Future Hospi-Cash (104906794)