Challenges and tasks
A leading insurance company faced with the following issues:
- Product lines working in silo,
- Each line worked with their own (successful) approach to sales & service, with different tools & customer experiences,
- Focussed sales within each product line, with little attention to the wholistic customer needs and potential cross sell,
- Despite some digitization pockets of excellence (mostly automation), the potential of data & digital for providing better understanding of the customer needs and providing value add was barely used.
The Goal: Energize the organization for data & digital with tangible impact for customers & business results.