A global mobile phone insurance provider needed a way to efficiently update its currently manual process for sending out complex and personalized welcome kits, updates and claims. The process would need to be automated to ensure accurate on-time delivery and tracking of millions of kits that needed to be tailored for 14 different carriers and unique plans, terms and state regulations.
We helped the global mobile phone provider:
We developed an automated data flow and production process the client could use to manage all its complex and personalized mail and email messaging. We optimized the workflow to check and validate data and highlight anomalies pre-production to minimize errors. We also provided templates and zones based on business rules while allowing for flexibility to customize communications. Reporting and tracking processes tracked deliveries and generated compliance documentation.
We started by understanding and defining the key desired business outcomes.
We developed and implemented an automation and production strategy using five essential steps:
Data & Analytics
Omnichannel