Input For You | Enhancing Efficiency and Accuracy in Insurance with Intelligent Document Processing
Addressing increasing demands for AI integration and intelligent document processing in the insurance sector
Replacing a customer engagement platform with a single integrated solution to deliver seamless experience across all service channels
The UK’s most recommended bed retailer, Dreams, set out on a journey to replace its customer engagement platform with a single integrated solution, aiming to deliver a seamless experience across all service channels and elevate customer experience even further.
The customer service advisers were having to use multiple systems, which didn’t talk to one another. They couldn’t get the information needed easily – it stopped them from being as efficient as they wanted. Flexibility was also crucial: making changes often needed IT support and sometimes took days if third parties were needed.
There was one customer service phone line, which acted as one big funnel, and a source of frustration. They wanted to open up more channels easily, as well as having control on updating and adapting their systems.
Dreams deployed our omnichannel contact centre, Liberty Converse and our low-code platform, Liberty Create to address these challenges.
“When Converse went live it was a complete breath of fresh air. Suddenly, we could see easily and explain what we’re doing for any customer that contacted us. We could put customers in different, more appropriate queues. We could make changes at the touch of a button. It took a weight off everybody’s shoulders to have the flexibility we needed.”
Sam Johnson
Head of Customer Services, Dreams
Dreams’ Advisers using Liberty Converse have the visibility to see which colleagues are available to speak to a customer, previous interactions and they can easily listen to previous call recordings. The crucial importance of data became clear to the team, as they saw that the activity codes they use were providing real-time insight to drive business decisions. So they took ownership of accurately feeding data into the system to increase that vision.
With up-to-date data and reporting in a central system telling Dreams why and how their customers are making contact, they can see change and act on it swiftly to improve the customer journey. Having that information readily available in easy formats has freed time and brain power to focus on improving CX, rather than untangling exported spreadsheets and convoluted lookups.
Opening up multiple channels has allowed each customer to effortlessly get the help they need really easily, whether it’s on web chat, the phone or via email. Liberty Converse provides the capability to have people that take calls and others that handle chat, as well as advisers that can switch to both.
This is very efficient and prevents monotony for advisers. Having multi-skilled, multi-channel advisers allows successful management of extra specialisms in the team. That’s the dream.
Self-service is also vital and welcomed by Dreams’ customers. They still want the option to speak to somebody, but there are many things they would just like to be able to do for themselves.
All these contact options improve customer experience, and also allow Dreams to release advisers from many calls, freeing them to provide a really personal experience for customers that need more help.
Liberty Create provided the power to make changes really quickly, to systems and processes across the business. In the past, something simple like changing their opening hours for bank holidays was painful – a military operation of Excel spreadsheets and an administration burden. Low-code allows for fast changes to make impacts immediately.
Liberty Create provided the power to make changes really quickly, which prompted requests and ideas from advisers to remove anything causing frustration for customers. This is empowering because staff can see change straight away and they found their advisors started to make insightful, customer focussed suggestions for further improvements. Advisers who spot potential friction or inefficiency in the process can increase efficiency and service levels.
“The CX focus is why we chose Netcall. And the technology has been proven. At Dreams, the name Netcall has become synonymous for successful projects. With Liberty platform, we got everything that we were promised and it has worked so well for us.”
Sam Johnson
Head of Customer Services, Dreams
Mike Logue, CEO at Dreams, is passionate about developing great places to work that provide exceptional customer experience. Listen to him explain the importance of moving to digital, keeping the business nimble and staff engagement. And how these factors impact the exceptional CX that Dreams is renowned for.
Armed with Liberty platform, Dreams is developing their team of multi-skilled advisers, handling a blended work stream including calls, chat and emails – advisers can switch. This makes them more efficient. And for advisers, it prevents monotony. Dreams give their team the freedom to consider new solutions to improve the customer journey. It’s truly customer-first.
Insight
data and reporting drives decisions
Chatbots & AI
improves customer experience
Power
to make changes quickly
Here’s how you can delight your customers with a powerful fusion of self-service automation and human interaction while empowering your teams with the essential tools for exceptional service.
Addressing increasing demands for AI integration and intelligent document processing in the insurance sector
Recognising the need for efficient process mapping and improvement, Henderson Group were looking for a solution to enhance their understanding of workflows to facilitate better decision-making. Following a proof-of-concept journey, with two carefully selected departments participating, they could see the benefits of Liberty Spark, our process improvement solution, and began to roll it out across the rest of the business.
The West Brom was beginning a digitisation journey to improve the customer experience. The West Brom saw the opportunity to appeal to new markets and demographics by enhancing customer journeys. But they would need to move much faster with development.