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Enhancing Customer Experience (CX)

person icon Daniel Pham

4.6

Enhancing Customer Experience (CX)

Enhancing Customer Experience (CX) in Insurance Industry

updated on icon Updated on Jun, 2025

language icon Language - English

person icon Daniel Pham

category icon Business,Sales,

Lectures -70

Resources -2

Duration -4 hours

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4.6

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Course Description

Welcome to "Enhancing Customer Experience (CX) in Insurance Industry" a comprehensive course designed to equip you with the skills and knowledge needed to enhance every phase of your customer's journey. Whether you're a marketing professional, customer service manager, or operations specialist, this course provides practical strategies and insights to elevate your customer experience.

Goals

What You'll Learn:
Awareness Journey Roadmap: Concentrate on operations such as marketing, PR, social media, and content management to plan successful awareness operations.
Purchasing Journey Roadmap: Harmonize processes within operations, service, and finance to facilitate hassle-free purchasing for customers.
Servicing Journey Roadmap: Establish the omnichannel support process to track claims, real-time as well as communicating with personalized work flows.
Claims Journey Roadmap: Automate the process for claims verification by enhancing the quality of communication avenues.
Engagement Journey Roadmap: Design engaging event invitations, promotional campaigns, and follow-up strategies to boost customer engagement.
Renewal Journey Roadmap: Develop AI-driven models, automate renewals, and analyze renewal trends to retain customers.
Cancellation Journey Roadmap: Create self-service portals, proactive communication strategies, and automated workflows to manage cancellations effectively.

Key Features:
Practical action plans and timelines for each customer journey phase
Insights into integrating marketing, operations, IT, and analytics
Real-world examples and best practices to implement in your organization
Interactive lessons and hands-on activities to reinforce learning

Prerequisites

  • No prior experience in customer experience management is required

  • Basic understanding of the insurance industry is beneficial but not necessary

Enhancing Customer Experience (CX)

Curriculum

Check out the detailed breakdown of what’s inside the course

Introduction of enhancing customer experience in insurance industry

1 Lectures
  • play icon Introduction 04:30 04:30

Introduction to fictitious insurance company

3 Lectures
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The need for customer experience consultation at Insusrance Company

2 Lectures
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Understanding Customer Experience

2 Lectures
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Assessing current CX at Insurance Company

3 Lectures
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Bonus

1 Lectures
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Awareness Journey

7 Lectures
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Purchasing Journey

7 Lectures
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Servicing Journey

7 Lectures
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Claim Journey

7 Lectures
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Engagement Journey

7 Lectures
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Renewal Journey

7 Lectures
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Cancellation Journey

7 Lectures
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Roadmap for Insurance ABC

8 Lectures
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Special Gift For You

1 Lectures
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Instructor Details

Daniel Pham

Daniel Pham

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