Chapter 9

Case study: How customized training delivers customer satisfaction

The client is a global leader in the insurance industry with 40+ years of experience.

Since 2017, Foundever™ has been providing the client with specialized training to all 150 agents, developing their ability to deliver a personalized and emotional customer experience (CX) by raising their awareness and fully immersing them into our client’s corporate social responsibility program.

Goal

  • Familiarize all associates with the client’s corporate social responsibility goals and convey the same message to consumers.
  • Proactively promote personalized ancillary products that best fit consumers’ needs.
  • Approach consumers with the appropriate emotional attitude to drive high satisfaction in each and every call.

The Foundever™ solution

  • Implemented a training cycle aimed at delivering more humanized and effective customer service solutions
  • Introduced a side-by-side monitoring process in order to optimize associates’ performance
  • Conducted daily group training sessions for associates with the lowest performance scores to ensure their performance improved to meet operating standards

The results

%

of consumers are promoters – exceeding the client’s target by 8%

%

of consumers are satisfied – exceeding the client’s target by 5%

%

of consumer satisfaction on voice – exceeding the client’s target by 6%

Best practice guide: How insurance providers can maximize a modern CX FoundeverTM