Insurance: Direct Purchase Experience
About the App
|
Description |
Aims to improve conversion of purchasers who are direct customers including those using captive agents. This is achieved by gathering customer and non-purchaser feedback on the overall ‘Purchase’ experience. Targets finding improvements in quote generation and Representative performance across several channels. | |
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Intended Trigger |
Policy delivered for purchasers or approximately one month after quote is generated for non-purchasers | |
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Hierarchy Unit |
Insurance Representative | |
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Survey Forms |
1 |
Purchased / Non Purchase Survey |
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Survey Modes |
1 |
Feeded Web Survey via Medallia Best Practice Template HTML Email Invitation |
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Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
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Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
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Reporting Roles |
5 |
Admin, Insights, Executive, Representative Manager, Representative The Admin, Insights, Executive roles are shared by all Insurance Solutions included in this scope of work. |
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Alerts |
3 |
At Risk Customer, Detractor, Promoter |
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Closed Loop Feedback Forms |
1 | |
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Template Data Integrations |
3 |
• Invitation feed (up to 36 templated fields) • Org Hierarchy feed (up to 23 templated fields) • User feed, Single Sign-On ldP |
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Automated Batch Exports |
1 |
Record-level |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the Insurance: Direct Purchase Experience BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
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Insurance Direct Purchase - Data Design | |||
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Insurance Direct Purchase - Survey and Branding Specification |
Insurance Direct Purchase - Survey and Branding Specification Google Drive |
Insurance Direct Purchase - Survey and Branding Specification Excel |
Insurance Direct Purchase - Survey and Branding Specification PDF |
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Insurance Direct Purchase - Dummy Data |
N/A | ||
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Insurance Direct Purchase - Translations |
