Company Profile
The company is a retail life insurance broker developing online leads from a number of online sources into their sales call centre. With over 100 staff they provide both advised and non-advised service to customers using third party comparison software to identify quotes.
Objective
We were tasked to design and build a system to manage the entire business and incorporate all third party software. The company revenue was tied to cost effective customer acquisition and policy retention so effective customer communication and tracking were key.
Results
The system incorporates all aspects of the business within one secure platform allowing complete control and efficiency. It incorporates multiple departments with multiple permission levels with quality portals for compliance and integrated access to comparison software.
Customers are tracked through their entire lifecycle from lead through to the end of their policy with intuitive relationship management and tracked communication throughout. Staff training and staff monitoring processes are recorded with integrated calendars and prompts.
The full reporting suite gives access to detailed and dashboard data making key performance indicators and in depth data investigations easy and accessible.
Company Profile
The company specialise in providing premium health & wellness testing with personalised, cutting edge reporting, using quick, fast and accurate blood tests. Their testing allows customers to uncover dietary triggers that are causing unwanted symptoms, from gastro-intestinal distress to joint inflammation and skin rashes.
Customers purchase, receive, complete and return a blood test kit. After lab testing the results are provided in a detailed report identifying individual sensitivity scores to food types. Each report is specific to the individual highlighting any trigger foods with advice on how to avoid them and supplement suggestions.
Objective
We were asked to develop a management system to manage customers, produce and issue test reports and track business performance. The company were seeking a foundation for scalability by removing resource challenges while maintaining product integrity.
Solution
We produced management system to incorporate customer relationship management and integrate with lab results. The system intuitively produces reports and communicates with customers reducing manual interaction. Through integrating all processes into one system the company has access to a reporting suite with detailed reports and dashboards highlighting key performance indicators.
