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CHALLENGES

The client’s operations team experienced difficulties acquiring real-time information about the insurance policies of its existing clients. The majority of client complaints were not resolved by the call center team
during the initial call. To obtain client information, the representative needed to log into multiple systems.

SOLUTIONS

The client’s operations team experienced difficulties acquiring real-time information about the insurance policies of its existing clients. The majority of client complaints were not resolved by the call center team during the initial call. To obtain client information, the representative needed to log into multiple systems.

BENEFITS

To address the challenges faced by the client operations team in accessing real-time information about existing insurance policies and enhancing the efficiency of resolving client complaints, Cx360 a unified cloud-based technology solution, was implemented which served as a
centralized workspace, facilitating streamlined access to information, seamless system integration, and enhanced capabilities for the call center team.