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CI for Insurance 1 Pager Final
1. Customer Intelligence for Insurance
At a glance picture of the
relationshipand
opportunities for growth
Advanced analytic models
that predict future value &
attritionand score
sentiment
Prioritizednext best
treatments basedon full
extent of behavior
Insights directly in
hands of Agent/Rep
Identify cross-sell
opportunities
Improve customer
engagement
Plan more effective
campaigns
3600 View Infused with Advanced Analytics for Sales & Service Treatments
Product
Hierarchy
Claims/
Service
Customer
Segments
Agent
Online
Mobile
RELATIONSHIP
DIMENSIONS
Measure social media
engagement and
influence
Filter latest interaction
history along with
satisfaction indicator
Predict propensity to
buy with “why”
analysis
Proactively monitor
potential fraud
Editor's Notes
real time sales performance metrics and trends by product and category and store clusters
Use 360 as larger overlay and add analytics-based opportunities
Will then derive call-outs; Suggested:
CLV, Fraud Score, Member Since, Transaction History, Sentiment Analysis from 360 and Comment of Offer of Workmen’s comp from 360 information