Five steps to better customer & broker engagement

Insurers are dealing with a new breed of customers and brokers; they are digitally savvy and expect more than your traditional support practices. They want easy access to information and fast transactions whenever and wherever is convenient for them. Unfortunately, your sales and service channels have not kept pace.

To attract and retain both customers and brokers, you need to implement a host of new portals and you need to get started now. Without the right multi-channel and multi-device portals in place, insurers risk alienating constituents and losing business opportunities.

This report sheds light on existing obstacles, highlights the portals that provide the greatest return for your business, and offers five steps that insurers can implement to accelerate portal development.