This document outlines 9 essential features for an insurance brand: Apple Wallet Integration, Social Integration, Co-Browsing, Intuitive Recommendations, Online Documentation, In-app Chat Support, Report & Track Claim, Spot Assistance, and Document Wallet. The research was conducted as part of a pitch for a leading financial enterprise to improve the customer experience through new digital tools and services.

1. 9 ESSENTIAL FEATURES
FOR AN INSURANCE BRAND

2. Apple Wallet Integration
Social Integration
Co-Browsing
Intuitive Recommendations
Online Documentation
In-app Chat Support
Report & Track Claim
Spot Assistance
Document Wallet
This research was done as a part of the pitch for a leading financial enterprise

3. Apple Wallet Integration
Policy holders can easily integrate
their policy related documents with
Apple Wallet
This research was done as a part of the pitch for a leading financial enterprise

4. Social Integrations
Social Integrations can help a
customer to understand how many
friends in the social network have
purchased the similar policies.
Effective recommendations can be
made based on behavior on social
platforms and consumer engagement
can result in positive buzz
This research was done as a part of the pitch for a leading financial enterprise

5. Co-Browsing
Technologies such as Live Chat and
advanced IVR have helped to
improve the customer experience
drastically.
Co-browsing is a must have tool that
enables support executive to connect
to customer’s browser window and
interact with the web-page in real
time
http://www.verishow.com/
This research was done as a part of the pitch for a leading financial enterprise

6. Intuitive Recommendations
Intuitive plan recommendation search
engine that walks consumers through
their personal needs and suggests
the plans that may be best suited for
them
http://www.healthcare.com/
This research was done as a part of the pitch for a leading financial enterprise

7. Online Documentation
To enable a seamless online
experience, providing a complete
end-to-end online application process
that includes
- Online document submission
- Online document verification
- Online claim filing
- Tracking applications / claims
- Policy Renewals
This eliminates the hassles of
insurance agent and other field
operational issues
https://www.progressive.com/
This research was done as a part of the pitch for a leading financial enterprise

8. Report & Track Claim
This feature can enable the policy
holders to file a claim instantly
through the mobile app.
The policy holder can also track the
progress of the claims submitted
GEICO: http://apple.co/1MsG2sN
This research was done as a part of the pitch for a leading financial enterprise

9. Spot Assistance
Spot Assistance can be beneficial to
the policy holders in critical situations.
For example in case of a vehicle
accident on the road, the customer
can get road side assistance. The
app can guide the customer to collect
necessary information immediately
without waiting for the Surveyor to
arrive. The App can also provide
information on nearest police
stations, medical centers, authorized
service centers, Basic first-aid
methods etc
* Reference Image
This research was done as a part of the pitch for a leading financial enterprise

10. Document Wallet
Policy holders can keep the digital
copy of their policy related
documents stored in their document
wallet on the mobile app
* Reference Image
This research was done as a part of the pitch for a leading financial enterprise

11. In-app Chat Support
Instant in-app chat support that will
enable the policy holders to get
support on critical issues on a real
time basis
* Reference Image
This research was done as a part of the pitch for a leading financial enterprise

12. THANK YOU