In concrete terms, what are we talking about?

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The next step?

Moving from a one-to-many relationship to a one-to-one relationship .

This is the turning point of personalization, which we will focus on in the next point.

4. From Personalization to Loyalty
By digitizing all processes, insurance companies find themselves with the most valuable resource of all: in-depth knowledge of their audience.

But we must learn to make the most of this resource. And, consequently, completely renew our relationship with individual insureds, starting with communication.


To integrate CRM systems with CCM ones . And to put in place communications that adapt automatically to the characteristics of each individual recipient .

This is the turning point of personalization . And in conclusion of this article we will tell you a very concrete example.

But be careful about the decisive step.

Personalization is the main road to loyalty .

And to realize how fundamental and urgent the problem of guatemala whatsapp resource loyalty is in the insurance sector, just consider these data:

– The Insurance Industry is the third productive sector with the highest rate of “planned cancellation” (the so-called “planned churn”): if in 2018 this rate was 19.5%, now we are at 22.5%. ( learning.callminer.com )

– In the UK alone, unplanned churn costs insurance companies a whopping £312 million . ( learning.callminer.com )

5. Not just customers…improving the Employee Experience
Automating document flow not only improves customer experience, but also the quality of work life of a company's employees .

And this is another crucial point, for at least two reasons:

– In such an open market the challenge of customer loyalty has become increasingly complex; similarly, the other major challenge is the ability to attract the best human resources into the company, keeping them within with mutual satisfaction .