Wipfli Connect - Customer Centric View

To the average consumer (personal and commercial alike), most insurance companies look alike. Differentiating your company is so important that you probably spend a great deal of time on this already. One important way to differentiate is through your service. Typically policy information is exclusively in the policy system, claims information in the claims system, and billing data in the billing system; the puzzle pieces are scattered around your company. Your customer service representative taking an inquiry call from an insured can better handle that call if they can see, at a glance, that the insured has three policies and two claims with your company. A loss control professional trying to learn about an account before heading out for a field inspection often takes too long to prepare and may not have a complete picture due to today’s disparate systems. If you had a single system ( where all the pieces come together ) that could present everything about your clients, insureds, claimants, agencies and agents, vendors, and others, in an easy to read, cohesive way; think of all the ways you could improve service across the board. If you had better lead tracking, activity monitoring, case management, those would all contribute to better service. Wipfli Connect for Insurance gives you these capabilities.

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