The future of onboarding will vastly

Connect Asia Data learn, and optimize business database management.
Post Reply
rochona
Posts: 743
Joined: Thu May 22, 2025 5:25 am

The future of onboarding will vastly

Post by rochona »

improve. Insurers will simplify the process for customers like Natalie and provide only essential information. Onboarding that keeps customer needs at the core can help obtain meaningful consent and establish trust and transparency around data practices. This, coupled with the harmonization of engagement, behavioral signals, and third-party data will help insurers anticipate Natalie’s needs, resulting in her feeling connected and supported in her interactions.

With a renewed understanding that onboarding is an ongoing practice, insurers will only introduce new offers and programs when the moment is right. If six months in, Natalie adds a new young driver to her policy, an insurer might seize the opportunity to promote a young driver discount program.

Activating a data-driven approach can create a trusted america phone number list environment where customers like Natalie share more data because they feel heard, understood, and helped. By understanding this ‘trust’-oriented purpose behind the data model, insurers can make informed decisions about what data to collect and how to use it, ultimately leading to better outcomes for both the customer and the organization.


Personalize your customer journey
Learn how to manage, track, and automate customer interactions with smarter technology. This Trail is a helpful learning module that can help you get started on the free online learning platform by Salesforce.

Take the Trail
+2900 points
Trail
Deliver Personalized Insurance Service with Financial Services Cloud

Learn the ways of this trail.


Stage 3: Filing a claim
When the unexpected strikes, Natalie may need to submit a claim. How efficiently and compassionately her insurer handles this process can impact her overall satisfaction and trust in the company. A claim signals uncharted territory where Natalie feels vulnerable and relies on guidance. Now is the time for companies to demonstrate their values in action.

When an incident occurs today, Natalie will submit a claim amid stress and uncertainty – only to face disjointed, manual processes that exacerbate her challenges. While some insurance companies have modernized their claims experience, much of the industry lags, resulting in today’s fragmented experiences marked by delays, opacity, and eroded trust.
Post Reply