A leading North American insurance institution
“We need to link our independent agents with our call centers, web-site, and back office systems.”
This insurer’s multiple channels of delivery were disjointed creating redundancies, confusion, and contradictions. They needed a refresh of their business and technical strategy to create a more unified and robust approach.
- Led the development of the future state business and technology strategy
- Developed a new multi-channel insurance delivery strategy, which linked independent agents with the call centers, web, and the back office
- Led the detailed process and systems analysis, resulting in new systems for new business and underwriting, policy administration, and customer service management
- Established integration linkages to share information across insurance lines of business
The firm was able to create the needed technical linkages and more easily share information across it’s business channels.