Bancassurance Customer Care Function 

We designed a new bancassurance customer care function for an insurance company

Key Objectives

  • Improve customer care service level to bancassurance customers
  • Increase bancassurance product sales through a bank’s branches
  • Increase direct customer contact and experience for the company through customer care

Our Approach

  • Performed analysis of products and frequent contact categories both at the branch level and through a bank’s phone desk
  • Designed a two-team customer care function:
    • Help Desk for a bank’s branches
    • Call center for bancassurance customer care
  • Designed capacity, key procedures, system specifications, operational manuals, KPI’s, as well as other implementation support tools
  • Developed relevant scripts, training guides etc.

Impact for our Client

  • Increased the company’s bancassurance product sales by 30% on an annual basis through a bank’s branches