Insurance Case Study – Harnessing Real-Time CX to Boost Conversions

Insurance Case Study

This major insurance and finance company was struggling to qualify leads, drive engagement and boost conversions to acquire new customers. They knew prospective customers were booking appointments to meet with insurance brokers but often wouldn’t show up.

With no visibility of the customer’s end-to-end journey and limited responses invalidating customer survey data the CX and marketing teams could not understand why customers were not continuing down their journey. Increased activity from traditional marketing channels attempted to remedy the situation but lead to complaints and negative NPS scores.

Read this case study to find out how Alterian’s Real-Time CX helped this insurance company understand its customer journey data and orchestrate an enhanced experience that better-qualified prospects, increased booking attendance, and increased conversions and additional services sales.


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