Predictable Policy Growth with AI | Book a Consultation

37% of clients will switch provider for a better experience. Which side are you on?

The Insurance industry continues to evolve - from changes in client risk profiles and expectations to increased automation and competition from a list of growing Insuretechs innovating the industry. But many have already discovered the key to sustainable, predictable growth: centralizing data and incorporating AI to personalize each customer interaction, building trust by providing customized quotes and fast claims processing. It's not just about an unwavering commitment to the customer, but also about reducing operational risk and becoming extremely efficient in an industry that is slow to catch-up.

CPG Companies Spent $200 Billion on just in-store merchandising and marketing. But all of it is not well spent. Here are the key challenges:

Only 25% of customers agree their advisor is invested in their financial well-being, and 18% agree that the advisor can anticipate financial needs.
Only 20% of customers agree that they get the assistance they need with an Agent.
74% of customers believe communicating honestly and transparently is more crucial now than before the pandemic.

On the other hand:

77% of customers would spend more money with a company that provides good customer experiences.
74% of customers want companies to personalize their experiences and willing to share their data for better services.
84% of customers expect a knowledgeable agent to solve their problem.

With challenges ranging from digital consumer complexities to geopolitical uncertainties, and a significant portion of $200 Billion potentially misallocated in marketing and merchandising, isn't it time to ask whether your current strategies are truly unlocking the full potential of your data and operations?

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VP Marketing at ShipHero

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Main Street Financial Solutions

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Forum Financial Management, LP

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