Efi Strogili
Contact Center ManagerContact Center Manager
BlueSphere
Best Outbound Campaign
July 2, 2013
A b ti   ll  t
Innovative
Challenge
A boutique call center Challenge
Dedicated representatives
Add value
Established:  2007 in Greece
Add value
Turnover:  EUR 1.2 million 
8   l  Personnel:  80 employees 
CC Services: Customer Service, Customer Acquisition & 
Retention, Customer Support, Help‐desk
Industries:  Insurance  Telecom  Banking  RetailIndustries:  Insurance, Telecom, Banking, Retail
Certifications: ISO 9001
O tb d  igOutbound campaign
CHANGECHANGE
in processes in behavioursin processes in behaviours
O   tOur customer
Industry:  Insurance
Established: 1891 in Greece
6% ( l t d bl  th  th   d)Market share:   16% (almost double than the second)
Size:   2450 insurance agentsg
184 points of sale
8 b k1853 brokers
1.000.000 active customers
Vi iVision
CHANGECHANGE
Traditional
Old
Modern
C titi•Old
•Bureaucratic
•Inflexible
•Competitive
•Sustainable
•AgileInflexible Agile
Our roleOur role
CHANGECHANGE
Traditional
Fi ld  ll t  
Modern
Alt ti /S lf•Field collectors 
of premiums
•Alternative/Self
care payment 
channels
R t t i g  t  lRestructuring payment cycle
Company
Customer
Customer
Field 
Collectors Single 
Point of  InsurersBrokers
Insurers
Brokers
Point of 
Contact
Insurers
i ld
Brokers
Insurers Field 
Collectors
Costly, error‐prone 
procedures
Li it d f db k
Improved payment cycle
Improved communication
E h d  t  Limited feedback
Delays in payments
C t   tt iti
Enhanced customer 
relationship
Customer retention
Customer attrition
Overall optimized costs
R t t i g  t  h lRestructuring payment channels
Insurance  branch
Alternative channels
Field Collectors 
Insurance branch
Field Collectors 
Change of habits
Change of behaviourChange of behaviour
Change of processes
P j t d igProject design
Telephone Contact
Inform
Prompt
Remind
Insurance 
Company
BlueSphere
Book appointment
Back Office
Reconciliati
on 
Reporting
ack Office
Coordination
Assignment
Paymenty
Control/Monitor
Communication with 
insurers & brokers
and Inboundand Inbound 
S t  &  lig   tSetup & align systems
VRS
[Voice
Recording
FUNSHIP
[Business Suite] Recording
System]
IVRACD IVR
[Interactive Voice
Response]
CTI
ACD
[Automatic Call
Distribution]
CRM
[Applications]
CTI
[Computer
Telephony
Integration]
Predictive
Dialercard
paymentp y
system
T   l ti  & t i i gTeam selection & training
Training of our HR for the required 
skills / profile for this position
Agents experienced in customer serviceAgents experienced in customer service
Intensive training with customer:g
o products, processes, terminology
ft  kill   h g   g t   bj ti   g to soft skills, change management, objections management
Dedicated team to handle insurers, collectors and ,
brokers
h4 hats
Customer Service 
Personal Assistant
Pre & After Sales  Single Point of 
Representative
Personal Assistant
Support Contact
St k h ld   i tiStakeholder communication
Customers   Customer service
1,619,697
b d  ll
196,338
Updated 
618,265
outbound calls Updated 
demographics
contracts
Inform           Prompt          Update          Assess
St k h ld   i tiStakeholder communication
Field Collectors   Personal assistant
63,152
A i
52,144
R ili iAppointments Reconciliations
Arrange      Distribute       Monitor      Collect
St k h ld   i tiStakeholder communication
Insurers & Brokers   Pre & After sales supportInsurers & Brokers   Pre & After sales support
64,782
Insurer 
67,301
Proactive 
calls
oact e
feedback
A critical dynamic interaction
St k h ld   i tiStakeholder communication
Company   Single point of contact
CCustomer
Single Point 
of Contact
InsurersBrokers
of Contact
Collectors
R lt  t d tResults to‐date
17% Company branch
81% alternative channels
83% Colle to  et83% Collectors etc
14% Company branch
5% Collectors etc
R lt  t d tResults to‐date
Shorter payment cycle
Collector
0 2 4 6 8 10 12
Self‐care
0 5 10 15
weeks
4x
R lt  t d tResults to‐date
CHANGECHANGE
Habits  618,265 policyholders
Behaviours 4,453 insurers, collectors
Processes 122 year old organizationy g
TiTips:
• Good communication and excellent reporting are key 
to maintain control
E i t  ith   ‘ ll  t ’ t i i• Experiment with new ‘non‐call center’ training
• Experiment with new ‘non‐call center’ technologies• Experiment with new  non‐call center  technologies
• The call center can play a pivotal role in strategic p y p g
projects
T  b   ti dTo be continued....
THANK YOUTHANK YOU

Best Outbound Campaign - Bronze winner at CCWA 2013

  • 1.
    Efi Strogili Contact Center ManagerContact CenterManager BlueSphere Best Outbound Campaign July 2, 2013
  • 2.
    A b ti  ll  t Innovative Challenge A boutique call center Challenge Dedicated representatives Add value Established:  2007 in Greece Add value Turnover:  EUR 1.2 million  8   l  Personnel:  80 employees  CC Services: Customer Service, Customer Acquisition &  Retention, Customer Support, Help‐desk Industries:  Insurance  Telecom  Banking  RetailIndustries:  Insurance, Telecom, Banking, Retail Certifications: ISO 9001
  • 3.
    O tb d igOutbound campaign CHANGECHANGE in processes in behavioursin processes in behaviours
  • 4.
    O   tOur customer Industry: Insurance Established: 1891 in Greece 6% ( l t d bl  th  th   d)Market share:   16% (almost double than the second) Size:   2450 insurance agentsg 184 points of sale 8 b k1853 brokers 1.000.000 active customers
  • 5.
  • 6.
    Our roleOur role CHANGECHANGE Traditional Fi ld  llt   Modern Alt ti /S lf•Field collectors  of premiums •Alternative/Self care payment  channels
  • 7.
    R t ti g  t  lRestructuring payment cycle Company Customer Customer Field  Collectors Single  Point of  InsurersBrokers Insurers Brokers Point of  Contact Insurers i ld Brokers Insurers Field  Collectors Costly, error‐prone  procedures Li it d f db k Improved payment cycle Improved communication E h d  t  Limited feedback Delays in payments C t   tt iti Enhanced customer  relationship Customer retention Customer attrition Overall optimized costs
  • 8.
    R t ti g  t  h lRestructuring payment channels Insurance  branch Alternative channels Field Collectors  Insurance branch Field Collectors  Change of habits Change of behaviourChange of behaviour Change of processes
  • 9.
    P j t digProject design Telephone Contact Inform Prompt Remind Insurance  Company BlueSphere Book appointment Back Office Reconciliati on  Reporting ack Office Coordination Assignment Paymenty Control/Monitor Communication with  insurers & brokers and Inboundand Inbound 
  • 10.
    S t  & lig   tSetup & align systems VRS [Voice Recording FUNSHIP [Business Suite] Recording System] IVRACD IVR [Interactive Voice Response] CTI ACD [Automatic Call Distribution] CRM [Applications] CTI [Computer Telephony Integration] Predictive Dialercard paymentp y system
  • 11.
    T   lti  & t i i gTeam selection & training Training of our HR for the required  skills / profile for this position Agents experienced in customer serviceAgents experienced in customer service Intensive training with customer:g o products, processes, terminology ft  kill   h g   g t   bj ti   g to soft skills, change management, objections management Dedicated team to handle insurers, collectors and , brokers
  • 12.
  • 13.
    St k hld   i tiStakeholder communication Customers   Customer service 1,619,697 b d  ll 196,338 Updated  618,265 outbound calls Updated  demographics contracts Inform           Prompt          Update          Assess
  • 14.
    St k hld   i tiStakeholder communication Field Collectors   Personal assistant 63,152 A i 52,144 R ili iAppointments Reconciliations Arrange      Distribute       Monitor      Collect
  • 15.
    St k hld   i tiStakeholder communication Insurers & Brokers   Pre & After sales supportInsurers & Brokers   Pre & After sales support 64,782 Insurer  67,301 Proactive  calls oact e feedback A critical dynamic interaction
  • 16.
    St k hld   i tiStakeholder communication Company   Single point of contact CCustomer Single Point  of Contact InsurersBrokers of Contact Collectors
  • 17.
    R lt  td tResults to‐date 17% Company branch 81% alternative channels 83% Colle to  et83% Collectors etc 14% Company branch 5% Collectors etc
  • 18.
    R lt  td tResults to‐date Shorter payment cycle Collector 0 2 4 6 8 10 12 Self‐care 0 5 10 15 weeks 4x
  • 19.
    R lt  td tResults to‐date CHANGECHANGE Habits  618,265 policyholders Behaviours 4,453 insurers, collectors Processes 122 year old organizationy g
  • 20.
    TiTips: • Good communication and excellent reporting are key  to maintain control E it  ith   ‘ ll  t ’ t i i• Experiment with new ‘non‐call center’ training • Experiment with new ‘non‐call center’ technologies• Experiment with new  non‐call center  technologies • The call center can play a pivotal role in strategic p y p g projects
  • 21.
    T  b  ti dTo be continued.... THANK YOUTHANK YOU