Mastering Customer Journey Roadmaps
What you will learn
The real-life situation is described under a fictitious insurance company
Current customer service practices and satisfaction levels
The importance of customer experience in the insurance industry
Frameworks and models for improving CX
How to assess and map the customer journey
Developing a comprehensive CX strategy
Enhancing customer-facing processes and backend operations
Leveraging technology and tools for CX improvement
Establishing a performance management framework for CX initiatives
Specific journey improvements for awareness, purchasing, servicing, claims, engagement, renewal, and cancellation
Why take this course?
Welcome to “Enhancing Customer Experience (CX) in Insurance Industry” a comprehensive course designed to equip you with the skills and knowledge needed to enhance every phase of your customer’s journey. Whether you’re a marketing professional, customer service manager, or operations specialist, this course provides practical strategies and insights to elevate your customer experience.
What You’ll Learn:
- Awareness Journey Roadmap: Prioritize initiatives involving marketing, PR, social media, and content management to create effective awareness campaigns.
- Purchasing Journey Roadmap: Optimize operations, customer service, and finance processes to streamline the purchasing experience.
- Servicing Journey Roadmap: Implement omnichannel support, real-time claims tracking, and personalized communication workflows.
- Claims Journey Roadmap: Automate claims verification and enhance communication channels to improve claims management.
- Engagement Journey Roadmap: Design engaging event invitations, promotional campaigns, and follow-up strategies to boost customer engagement.
- Renewal Journey Roadmap: Develop AI-driven models, automate renewals, and analyze renewal trends to retain customers.
- Cancellation Journey Roadmap: Create self-service portals, proactive communication strategies, and automated workflows to manage cancellations effectively.
Key Features:
- Practical action plans and timelines for each customer journey phase
- Insights into integrating marketing, operations, IT, and analytics
- Real-world examples and best practices to implement in your organization
- Interactive lessons and hands-on activities to reinforce learning
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