One of the leading auto insurance companies wanted to significantly improve its customer engagement for First Notice of Loss, Policy Endorsements and Upselling processes with autonomous agents.
01
Data Cloud Integration
02
Agentforce Implementation
The client struggled with fragmented data spread across multiple systems leading to
inefficiencies in accessing critical information, such as policy details and client
interactions. This resulted in higher response time and impacted on their overall quality
of service. Data inconsistency and lack of real-time visibility into policy and policyholder
information jeopardized their customer engagement efforts. Our client’s team had to
toggle between multiple systems (CRM and policy admin) that resulted in disjointed and
complicated experiences for agents. Lack of personalization and empathy in traditional
processes often made their customers feel undervalued, increasing the risk of
inaccuracies, and complicating claim resolution.
