https://store-images.s-microsoft.com/image/apps.7548.436c29bb-e459-439e-8e10-94b2f309959a.1256e859-e7db-4202-a476-3b2db7668eae.6581cd64-2919-4d97-afd4-4f3ce4360682

CI for Insurance - Captive: 5-Wk Implementation

AKA

4-5 Week Customer Insights Engagement for Insurance with Captive Agents

Our 4-5 week engagement uses our asset management experience to help you in the implementation of a true Customer Data Platform (CDP) strategy. It is designed to quickly deliver value with a consolidation of your organizations’ most crucial customer information, to gain a full/ accurate view of all elements you need to answer questions about your target market.

Our Offering includes:

  • Discovery workshop to review up to 3 of your main data sources (Campaign management solution, Financial solution, and third-party data aggregator) and identify the KPIs that are critical for your business and the data elements needed to generate them.
  • Configuration of Sandbox and Production environments
  • Creation of data storage entities and upload procedures
  • Configuration of customer profiles and measures using the data sources and data elements identified during the Discovery workshops
  • Configuration of PowerBI dashboard with up to 3 different views that will provide visual and detailed access to the Metrics and KPIs defined during the Discovery workshops
  • One User Admin training session and one End-user training session

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.
Sekilas
https://store-images.s-microsoft.com/image/apps.4335.436c29bb-e459-439e-8e10-94b2f309959a.1256e859-e7db-4202-a476-3b2db7668eae.74529eda-ab1e-4e29-8bd8-6979caee1fee