https://store-images.s-microsoft.com/image/apps.7548.1db8869c-e76b-4691-bf49-802f97901e91.be1903ac-67f6-47a6-a15e-76e93d4603d3.ae611b21-c8e8-4229-8c22-41794c096c41

CI for Insurance-NonCaptive: 2-Wk Proof of Concept

HSO US (AKA)

2 Week Customer Insights Proof of Concept (PoC) for Insurance with Non-Captive Agents

Our 2-week Proof of Concept (POC) offering helps your organization discover the value of implementing a true Customer Data Platform (CDP). We will work on understanding the key elements you need to identify about your clients, and where all this information exists. A POC dashboard will be created with your data to show the true potential of Microsoft Customer Insights and develop the initial steps of a robust customer strategy for your organization.

Our Offering Includes:

  • Discovery workshop to understand your key customer data indicators, and what would entail to combine them into a single view, where you can identify the KPIs and metrics that are critical for your organization.
  • A POC deployment in a sandbox environment, where you can discover the potential of a Microsoft Customer Insights implementation. This will include:
  • Sample data uploaded from up to 2 sources using Excel-based data
  • Configuration of basic customer profiles and measures using the data sources and data elements identified during the discovery workshop session
  • Configuration of a basic PowerBI dashboard with up to 2 different views

Resources and Pricing

  • The engagement will include a Customer Insights Architect and a Financial Services practice specialist.
  • Estimated cost is based on negotiated statement of work.

At a glance

https://store-images.s-microsoft.com/image/apps.28365.1db8869c-e76b-4691-bf49-802f97901e91.be1903ac-67f6-47a6-a15e-76e93d4603d3.ebe7f472-33aa-4576-a095-522f855720a4