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22.11.2018

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    Zurich MyCustomer

    Zurich

    Digitising and mobilising the entire sales workflow of a Zurich Insurance agent. From pre-sales relationship management, to personalising a policy and aiding the purchase process, to enabling smoother post-sales management and claims tracking.

    What customer problems did you set out to solve?

    Currently an insurance agent has to use "green-screen" computer equipment to obtain quotes, and any type of CRM is performed by pen and paper. This means the agent switches between mediums to complete their duties and are mostly bound to desktop machines to fulfil the simplest of tasks, while printing out static quotes to show clients hence making their lives full of manual admin tasks.

    What differentiates your proposition from other offerings in the market?

    This is a bespoke-built solution finely-tuned to Zurich's workflow, designed specifically for Zurich agents while enabling them to be completely mobile. The platform is also built to enable the myriad of databases to be integrated with minimum of fuss as the solution is rolled out to other countries.

    What impact has the proposition had?

    We have seen an increase in the performance of agents the using the platform compared to those who don’t. Impact doesn’t get better than that!

    What’s next for your proposition?

    Increase the types of policies that can be managed using the platform. Increase the number of countries supported. Increase the number of discrete workflows that are supported (e.g. post sales claims tracking)

    Find out more about Zurich MyCustomer here

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