Enhancing Customer Experience (CX)
Enhancing Customer Experience (CX) in Insurance Industry
Lectures -70
Resources -2
Duration -4 hours
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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

Curriculum
Check out the detailed breakdown of what’s inside the course
Introduction of enhancing customer experience in insurance industry
1 Lectures
-
Introduction 04:30 04:30
Introduction to fictitious insurance company
3 Lectures

The need for customer experience consultation at Insusrance Company
2 Lectures

Understanding Customer Experience
2 Lectures

Assessing current CX at Insurance Company
3 Lectures

Bonus
1 Lectures

Awareness Journey
7 Lectures

Purchasing Journey
7 Lectures

Servicing Journey
7 Lectures

Claim Journey
7 Lectures

Engagement Journey
7 Lectures

Renewal Journey
7 Lectures

Cancellation Journey
7 Lectures

Roadmap for Insurance ABC
8 Lectures

Special Gift For You
1 Lectures

Instructor Details

Daniel Pham
Course Certificate
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