Insite Case Study
Same data, different experience.
How it works…
A policy holder calls 800 customer service with inquiry about their policy(s)
A customer rep receives call ready to service the inquiry
Insite automatically displays the customer policy information based on phone number associated with the policy
Any note entered by the customer service rep is entered into the system and is reflected in both FIRST and INsite – keeping both reps and agents in sync.
Insite and FIRST share not only same customer data, but also source the same relevant documents
Coverage types, limits and premiums are easily accessed.
INsite provides a detailed summary view of critical policy information as well as the assigned agent.