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INDUSTRY

Property and casualty insurance organizations have an opportunity to greatly enhance customer experiences by deploying zero-party data management best practices.


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TRUST

Relationships are Built on Trust

Utilizing zero-party data (such as customer preferences, consents, and insights) can enable your insurance organization to build customer trust and long-term relationships with your policy holders.

Customers use property and casualty insurers for a wide variety of policies, including renter’s insurance, personal articles policies for jewelry or valuables, vehicles (cars, boats, golf carts), real estate and the structures included on the land. They must have confidence in the carrier’s ability to deliver policy and claim information efficiently and to handle their personal data appropriately and safely. Having the right zero-party data strategy will encourage enhanced, nuanced communication between customer and carrier, building a relationship based on trust and understanding, stretching for hopefully decades to come.

Trust








ACCESS

Trust Centers Provide Easy Data Access

In today’s rapidly-evolving digital environment, customers in the property and casualty insurance market expect to access the information they seek at any time, over the channel they prefer. And they now have the tools they need to shop for carriers who provide great products and also put customers in control of their data.

Companies can set themselves apart by utilizing well-crafted online portals (i.e. trust centers) for policy holders to add or amend their profile and other zero-party data, including their preferences and consents for communications. Portals provide a simplified user experience that also helps the carrier reduce time and financial costs of sending out large packets of paperwork by mail – claims information, policy packets, and updated terms of use, while increasing customer satisfaction.




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EXPERIENCES

Seamless Customer Experiences Organization Wide

Enhance your organization’s ability to deliver seamless customer experiences at each stage of the customer journey. The ability for your customers to engage with and update their zero-party data builds their confidence in your organization.

With the right strategy for collecting and utilizing customer preferences and consents, information will be consistently shared throughout your insurance organization, dynamically updating as policy holders provide or amend their zero-party data. Managing user data with an intelligent strategy enhances efficiency and communication from carrier to customer, especially at times that can already be stressful and confusing for your policy holders (such as the claims process after an accident or an incident at home).




Forrester: Preference Management is a Strategic Investment for Engagement

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EXPERTS

Our Experts Can Help You

Establish a human connection with your policy holders with a comprehensive preference and consent strategy and our industry-leading platform.

Our experts can help you develop a roadmap through the customer journey, using decades of insurance industry best-practices and top-of-the-line data management techniques to recommend solutions that will work for your unique organization. Our advanced platform integrations will connect and utilize your existing tech stack while maintaining compliance with privacy regulations, dedicated to serving your policy holders with personalized experiences.







Our focus on staying current with the best technology while making sure we keep up with any and all regulatory issues our customers face provides future-proofing of your technology investment down the road.



MYPREFERENCES

Built with Privacy by Design, Customer Consent & Preference Data Is Secure and Available When Needed

Built with privacy-by-design, MyPreferences ensures that data is collected from any channel offered by your property and casualty insurance organization, and available when communication teams and customer support representatives need it. Consent records are securely maintained, and customers can update their consent and preferences at any time, with updates dynamically populated across the organization using near real-time APIs.

Build a better customer experience, increase property and casualty insurance efficiency, and provide rapid, cost-effective communication with your policy holders. Speak to one of our experts today.




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