Optimizing every digital touchpoint

Insurance

20%

Faster Claims Processing

15%

Increase in Retention

10%

Growth In Revenue

*Based On Client Scenario

Mastering Policyholder Experience is a Challenge for Insurance Leaders

Analyzing the Ripple Effects and Profound Implications of Subpar Policyholder Experience on Insurance Business Dynamics

Disjointed Claims Processing

Inadequate Communication causes Frustration and Delays

Long Wait Times

Extended waiting period for inquiries leads to dissatisfaction

Service Request Issues

Difficulties Managing Policyholder Service, Claims, and Policies

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Challenges with outdated or complex CRMs & IT systems

Disjointed Claims Processing

Inadequate Communication causes Frustration and Delays

Long Wait Times

Extended waiting period for inquiries leads to dissatisfaction

Service Request Issues

Difficulties Managing Policyholder Service, Claims, and Policies

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Challenges with outdated or complex CRMs & IT systems

Disjointed Claims Processing

Inadequate Communication causes Frustration and Delays

Long Wait Times

Extended waiting period for inquiries leads to dissatisfaction

Service Request Issues

Difficulties Managing Policyholder Service, Claims, and Policies

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Challenges with outdated or complex CRMs & IT systems

Enabling Policyholder experience centric workflows in the insurance industry

Trust in Technology: Transforming Policyholder Experience in Insurance with Gen AI

Improved policyholder engagement with Gen AI

Goal: Boost interaction and satisfaction levels through AI-driven personalization and efficiency in insurance services.

Use Cases

Personalized Policy Recommendations
Personalized Policy Recommendations
Claims Processing Automation
Customer Service Chatbots
Premium Payment Reminders
Policy Renewal Notifications
Fraud Detection and Prevention
Policyholder Feedback Analysis
Cross-Selling and Up-Selling

Making Life Easy For

Policyholders
Customer Support Team
Scheduling Team
Marketing team

Download Datasheet

Revenue Optimization with Intelligent Insights

Goal: Leverage AI and analytics to identify and seize revenue growth opportunities in insurance offerings.

Use cases

Customer Segmentation for Targeted Sales
Underwriting Automation
Risk Assessment and Pricing Optimization
Predictive Analytics for Cross-Selling
Policyholder Behavior Analysis
Claims Fraud Detection
Premium Adjustments
Tailored Product Offerings

Making Life Easy For

Sales Teams
Marketing Teams
Product Managers
Senior Management

Download Datasheet

Operational Cost Minimization

Goal: Reduce expenses with the help of automation, AI-driven efficiencies, and optimized digital procedures.

Use cases

Claims Processing Automation
Policy Administration Automation
Document Digitization and Processing
Regulatory Compliance Automation
Customer Self-Service Portals
Fraud Detection and Prevention
Predictive Maintenance for Asset Management
Resource Allocation Optimization

Making Life Easy For

Operational Managers
IT Teams
Finance Teams
Customer Support team

Download Datasheet

Digitization of Insurance processes

Goal: Transform and enhance digital workflows in banking operations, emphasizing scalability, adaptability, and efficiency.

Use cases

Digital Loan Processing Workflow
AI-Driven Loan Approvals
Efficient Client Onboarding)
Digital Customer Support
AI Regulatory Workflow
Integrated Risk Management
IT Change Management Digitization
Digital Loan Disbursal
Resource Allocation in IT
Digital Compliance Management

Making Life Easy For

Customers
IT Teams
Branch managers
Compliance Teams

Download Datasheet

Goal: Boost interaction and satisfaction levels through AI-driven personalization and efficiency in insurance services.

Use Cases

MAKING LIFE EASY FOR:

Goal:Leverage AI and analytics to identify and seize revenue growth opportunities in insurance offerings.

Use Cases

MAKING LIFE EASY FOR:

Goal: Reduce expenses with the help of automation, AI-driven efficiencies, and optimized digital procedures.

Use Cases

MAKING LIFE EASY FOR:

Goal: Modernize and streamline insurance operations with scalable and adaptable digital solutions.

Use Cases

MAKING LIFE EASY FOR:

Solutions Crafted For Policyholder Experience Excellence

Impact business KPIs by harmonizing people, processes, data and technology. Our solutions streamline workflows, accelerate time to value, elevate operational excellence and customer value.

Omnichannel
CX

Cloud
Contact center

ITSM
Modernization

CUSTOMER
ANALYTICS

SUCCESS STORY

Transforming CX Across All Channels

Discover how a leading financial services company revolutionized its global customer service with Freshdesk Omnichannel & Twillio. Confronted with the challenges of limited customer communication and workflow inefficiencies, the company, in partnership with B-TRNSFRMD, adopted a comprehensive Omnichannel strategy.

Key Achievements:

Claim Your Free CX Platform Assessment

Discover opportunities for value creation:

Our complimentary CX assessment helps customer experience, IT & business leaders identify gaps and align strategies with technology to meet the organization’s unique objectives.

Insurance

*Based On Client Scenario

Mastering Policyholder Experience is a Challenge for Insurance Leaders

Disjointed Claims Processing

Inadequate Communication causes Frustration and Delays

Long Wait Times

Extended waiting period for inquiries leads to dissatisfaction

Service Request Issues

Difficulties Managing Policyholder Service, Claims, and Policies

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Challenges with outdated or complex CRMs & IT systems

Disjointed Claims Processing

Inadequate Communication causes Frustration and Delays

Long Wait Times

Extended waiting period for inquiries leads to dissatisfaction

Service Request Issues

Difficulties Managing Policyholder Service, Claims, and Policies

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Challenges with outdated or complex CRMs & IT systems

Disjointed Claims Processing

Inadequate Communication causes Frustration and Delays

Long Wait Times

Extended waiting period for inquiries leads to dissatisfaction

Service Request Issues

Difficulties Managing Policyholder Service, Claims, and Policies

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Challenges with outdated or complex CRMs & IT systems

Enabling Policyholder experience centric workflows in the insurance industry

Goal: Boost interaction and satisfaction levels through AI-driven personalization and efficiency in insurance services.

Use Cases

MAKING LIFE EASY FOR:

Goal:Leverage AI and analytics to identify and seize revenue growth opportunities in insurance offerings.

Use Cases

MAKING LIFE EASY FOR:

Goal: Reduce expenses with the help of automation, AI-driven efficiencies, and optimized digital procedures.

Use Cases

MAKING LIFE EASY FOR:

Goal: Modernize and streamline insurance operations with scalable and adaptable digital solutions.

Use Cases

MAKING LIFE EASY FOR:

Solutions Crafted For Policyholder Experience Excellence

Impact business KPIs by harmonizing people, processes, data and technology. Our solutions streamline workflows, accelerate time to value, elevate operational excellence and customer value.

Omnichannel CX

Cloud Contact center

ITSM Modernization

CUSTOMER ANALYTICS

Transforming CX Across All Channels

Key Achievements:

Claim Your Free CX Platform Assessment

Discover opportunities for value creation:

Managing Partner, B-TRNSFRMD

Managing Partner, B-TRNSFRMD

Featured Insights

Guide On Freshservice Best Practices for Healthcare

E-Book and Guide

Streamlining Healthcare Contact Center Operations

Case Study

ServiceNow Implementation Playbook

E-Book and Guide

Delivering Tangible

Business Outcomes

Drive Revenue via Upsell/Cross-sell

Increase Customer Satisfaction

Increase Time-to-Value for initiatives

Operational Agility and Flexibility

Decrease Total Cost-of Ownership

Take your first step in experience transformation journey

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CX

Cloud
Contact center

ITSM
Modernization

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