Financial Services
Solution-oriented service process for a major health insurance player in India
16 May 2023
Context
A
leading health insurer wanted to create a consistent, scalable, and
solution-oriented service process for its customers with other financial
services on its platform to enhance affordability of the products available on
the platform
Our approach
- Identified the pain points in the current service journey
experienced by customers, channel partners, and internal team members
- Identified top drivers for customer reach out through
analysis of customer service dashboards
- Assigned priority to the key issues that need to be resolved
based on their impact on customer experience and internal metrics
- Set aspirations / goal posts across key metrics
- Assessed capacity requirement at current and aspirational
metrics
- Designed the key solutions and interventions required to
meet the aspirations / goals
- Developed a program charter to drive
implementation of the proposed solutions
Praxis value delivered
- Identifying drivers to eliminate the need for customers to
reach out and providing self-service options to those who do is the most
powerful lever to increase service experience as well as efficiency
- Provided
recommendations to increase customer advocacy of the claims process
- Thoughtful design of customer journeys and a proactive
communication strategy are key to ensure a smooth customer experience,
especially during their moments of truth
- Re-imagining the operations setup can yield
substantial improvements in terms of aligning the available capacity with the
demands on the customer service teams
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