CI for Insurance - Captive: 1-Day Assessment


1.5 Day Quick Start Customer Insights Engagement for Insurance Carriers with Captive Agents

Our 1.5 day Quick Start engagement introduces you to the concept of a Customer Data Platform (CDP) strategy. We will connect with your team to discover the basic elements you need to know about your clients and where all your client data is today. We will then work together on a Customer Insights prototype dashboard using your data, so you can see the true potential of this tool and how easy it is to implement. The goal is to help you take the first steps towards a customer data-driven strategy.

Our Offering Includes:

  • Discovery workshop to understand your client data and what is important for your organization to know about them.
  • A Customer Insights prototype dashboard in a sandbox environment, including:
  • Sample data uploaded from up to 2 sources using Excel-based sources
  • Configuration of basic customer profiles and measures using the data sources and data elements identified during the discovery workshop session
  • A walkthrough of the Customer Insights dashboard

Resources and Pricing

  • The engagement will include a Customer Insights Architect and a Financial Services practice specialist.
  • Price: US $5,000.00.

At a glance